LEVATUS | Wealth Counsel and Investment Management Information
Contact top employees
Summary
The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with LEVATUS | Wealth Counsel and Investment Management employees and management.
| Website | levatuswealth.com |
| Phone Number | 617-505-4710 |
| Industries | |
| Headquarters address | Boston, MA, 02116 US |
| Company Size | 1-10 employees |
| Specialties | Succession planning for families, Wealth Services for family businesses, Financial and life transition partner through divorce, Financial and life transition partner through loss of partner, Children and wealth strategy, Employee stock option planning, Wealth strategy, Wealth planning, Investment management, Integrated Wealth Services, Intergenerational Leadership Education, Trustee Education, Legacy Planning, Investment Management, Planning, Financial Planning |
| Founded | 2017 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-06-17 |
Workforce Turnover
Number of staff members switched
Total employee turnover
Departmental Headcount Distribution
Turnover activity captured in SignalHire's departmental sample ( employees):
Corporate Tenure Analytics
Workforce Experience Insights
50% have been with the company for 1 to 2 years50% have been with the company for 8 to 10 yearsContact top employees
Keith SavardChief Research Officer
Susan DahlChief Executive Officer, Founder
Isabel SaltzmanChair, Boaard of Advisors
Nancy TroddenExecutive Assistant & Client Services Concierge
Similar Companies
FAQ
LEVATUS | Wealth Counsel and Investment Management operates in the Finance industries. More details can be found on the official website: levatuswealth.com.
LEVATUS | Wealth Counsel and Investment Management has offices located in Boston, US.
The headquarters of LEVATUS | Wealth Counsel and Investment Management are located in Boston, United States.
You can contact LEVATUS | Wealth Counsel and Investment Management by phone at 617-505-4710.
LEVATUS | Wealth Counsel and Investment Management currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
