Susan Dahl was the recent recipient of the Women’s Choice Award® for Financial Advisors and Firms. ‘It is so meaningful to me that LEVATUS’ approach to wealth services resonates with these amazing women”.
Susan Dahl, Liz Darling, and Jessica Grande, of LEVATUS Wealth Services, spoke to a lively crowd of retirees about taking control over their finances.
LEVATUS hosted a diverse group of parents, grandparents and teachers at the Boston Public Library’s Kirstein Business Library & Innovation Center to discuss their unique framework for integrating cognitive development, financial strategy and wealth’s impact on children.
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With the Trailblazer Series, Boston Voyager highlights inspiring stories of female leadership and innovation.
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Our approach thinks of wealth from a big-picture perspective and, because of this perspective, actively integrates the math of successful investing with the science on what best enables human happiness.
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"I am honored to be a part of an organization with such energy and purpose," Susan said. "One Bead's deep understanding of 'the power of empowering' has allowed them to build an amazing program."
Jessica and LEVTAUS were recently featured in the Babson Magazine Winter 2018 edition. Jessica graduated from the F.W. Olin Graduate School of Business at Babson College in 2012.
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LEVATUS was thrilled to support Friends of Boston's Homeless Building a Better Future event on February 8, 2018. It is an amazing organization where purpose and action shine a bright light on the power of empowering.
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"Investment clients should ensure they have direct access to review their holdings at the custodial level, not just through their advisor," says Susan Dahl, founder of wealth services company Levatus in Boston.
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Susan Dahl thinks the finance industry is missing the point about how we manage people's money. The formula built for institutions is being applied to individuals, but is that what really makes people happy? What's the point, and how can we solve for it?
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