LEVATUS Wealth Services

LEVATUS Wealth Services

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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

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! ☀️

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!

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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.

Address


Boston, MA
02116

Opening Hours

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