Susan E. Dahl, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.
Last month, she launched LEVATUS, a new wealth services company that offers radical transparency, a flat fee and powerful client impact statements.
“It’s time for a new approach to investing,” Dahl said. “Complex diversification strategies are proving negative to investors. The goal of LEVATUS is to create investment processes that structure portfolios to reduce anxiety, and help clients enjoy the journey.”