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, CEO of Levatus Wealth Services, is featured in this month’s Readers Digest on the hot topic of maximizing your security online. The article offers 9 sure fire ways to recognize risks and navigate everyday digital communication with more confidence.
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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."
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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Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on diversification and tilts toward liquidity.
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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, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.
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Susan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth management. She knew there was another way – one that delivered a more purposeful, transparent and joyful financial journey.
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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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