LEVATUS is a team of financial advisors specializing in designing financial strategies for personal success and investment management for clients in Providence. The team is led by CEO Susan Dahl who has over 25 years of investment and financial services experience. The company offers wealth counseling, investment planning, and risk planning. Its wealth services also include career coaching for young adults, wealth programs for children, strategy roadmaps, and mapping for cash flow.
Bristol, RI 02809Bristol, RI 02809