LEVATUS Wealth Services

LEVATUS Wealth Services LEVATUS (Latin), to raise up๐Ÿ’› Friends of LEVATUS community page ๐Ÿ’› Heart and soul ๐Ÿ’› The value and power of clarity and control are enormous.

LEVATUS is an innovative, female founded Wealth Services company. Our mission is to โ€˜unleash the power to flourishโ€™ 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! โ˜€๏ธ

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 โค๏ธ), toasted the season, and most importantly, raised money for the amazing Waltham Boys & Girls Club! Love everything about them!

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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Our Story

levatus (Latin), to raise up. Women-founded firm dedicated to advancing fresh perspective on the intersection of wealth, happiness and lifestyle.

LEVATUS LLC ("LEVATUS") is a registered investment advisor located in the Commonwealth of Massachusetts.