LEVATUS Wealth Services

LEVATUS Wealth Services LEVATUS (Latin), to raise up💛 Friends of LEVATUS community page 💛 Heart and soul 💛 The value and power of clarity and control are enormous.

LEVATUS is an innovative, female founded Wealth Services company. Our mission is to ‘unleash the power to flourish’ for each client. In order to achieve this objective we take a holistic approach to Wealth Counsel and Investment Management and provide a suite of Signature LEVATUS Wealth Services. Our investment experience has taught us that a straightforward, process driven approach improves outco

mes. They create conviction around decision making and empower our clients. We believe that wealth counsel must make specific and tangible connections between priorities, mission and strategy. These connections are the threads that tie purpose into the fabric of decision making for each client. It is where strategy meets quality of life. LEVATUS LLC is a registered investment advisor. LEVATUS LLC provides investment advisory and related services for clients nationally. LEVATUS LLC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.levatuswealth.com/.

Warm weather and sunshine makes the world comes alive.. Embrace the season and let your spirit bloom ... and don't forge...
05/19/2025

Warm weather and sunshine makes the world comes alive.. Embrace the season and let your spirit bloom ... and don't forget to drink some water, because it's getting hot out there! ☀️

Looking back fondly on our annual Thanksgiving celebratiotion! We spent time with friends, created festive holiday cente...
04/18/2025

Looking back fondly on our annual Thanksgiving celebratiotion! We spent time with friends, created festive holiday centerpieces (thank you The Centerpiece Flower Shop ❤️), toasted the season, and most importantly, raised money for the amazing Waltham Boys & Girls Club! Love everything about them!

Woot! Woot! So lucky to have the amazing Nancy Ferzoco Trodden on the LEVATUS team! Life is good!! 💛
08/23/2024

Woot! Woot! So lucky to have the amazing Nancy Ferzoco Trodden on the LEVATUS team! Life is good!! 💛

We LOVE libraries! 📚💖 Lots of outings to the this spring, just around the corner from the LEVATUS Boston Office. The Ma...
06/26/2024

We LOVE libraries! 📚💖 Lots of outings to the this spring, just around the corner from the LEVATUS Boston Office. The Map Room and Tea Room are two of our faves! 🗺️☕ So much positive energy and community vibes! ✨🌟

Broski Dahl joins Team LEVATUS as Smile Officer in Training! Showing tons of promise 😊
05/22/2024

Broski Dahl joins Team LEVATUS as Smile Officer in Training! Showing tons of promise 😊

The LEVATUS team enjoyed the perfect trifecta for a night out in Boston. Beginning with drinks and snacks at Lo**ta Coci...
03/31/2023

The LEVATUS team enjoyed the perfect trifecta for a night out in Boston. Beginning with drinks and snacks at Lo**ta Cocina & Tequila Bar Back Bay, a round of mini golf at Puttshack and rounded out with a delicious ice cream at Taiyaki NYC - Boston. Braving a cold and wintry night in Boston, the team had a wonderful time hopping around the Seaport. The mini golf competition was fierce but fun, with the ultimate winner, Tom Darling, going home with a weather-appropriate LEVATUS yellow umbrella.

The story of Levatus' "Jog for Joy" begins with running for a cause, but there is more ... being part of our community, ...
02/25/2020

The story of Levatus' "Jog for Joy" begins with running for a cause, but there is more ... being part of our community, a team (aka the Levatus family) that cares, local impact through many small acts of kindness, having fun.

Team Levatus having fun at the annual Finish for a Guiness 5k. The race, organized by the family of Christopher Stone and their amazing team, raises funds and awareness for ALS research. Hope to see you there next year!

Enjoy the journey.

And no, I didn't really let him drink the beer 😛

One of life's simple pleasures.Enjoy the journey ...Photo by Hannah Morgan on Unsplash
04/12/2019

One of life's simple pleasures.
Enjoy the journey ...
Photo by Hannah Morgan on Unsplash

Always fun to share a meal with friends ... especially at Eataly Boston!
04/05/2019

Always fun to share a meal with friends ... especially at Eataly Boston!

Address

Boston, MA
02116

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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