
LEVATUS Wealth Counsel | Investment Management
Business Description
LEVATUS Wealth Counsel | Investment Management is a female-founded, Registered Investment Advisor, and private wealth services company serving Providence and the neighboring areas. It integrates wealth counseling, investment management, and proprietary wealth services designed to make specific and direct connections to impact the outcome of clients' finances and quality of life. It uses a LEVATUS investment approach to provide customized plan resolutions for clients' unique financial situations. The company’s founding partners have over 100 years of industry experience.