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LEVATUS | Wealth Counsel and Investment ManagementFinancial advisor in Boston, MA

LEVATUS | Wealth Counsel and Investment Management is a financial advisor at 115 Newbury St Ste 503, Boston, MA 02116, ranked #37 of 90 wealth managers in Boston and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Boston, MAUpdated 0 paid placements in any rankingHow we rank

Call (617) 505-4710Website ↗

Key facts

Key facts about LEVATUS | Wealth Counsel and Investment Management
Address115 Newbury St Ste 503, Boston, MA 02116Get directions
Phone(617) 505-4710
Websitelevatuswealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsbusiness name

Service area

Serves Boston and 11 towns within 25 miles: South Boston, Cambridge, Brookline, Somerville, Chelsea, Jamaica Plain, Everett, Medford, Winthrop, Malden and Revere.

Based in Boston, MAView on map

Opening hours

Opening hours for LEVATUS | Wealth Counsel and Investment Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about LEVATUS | Wealth Counsel and Investment Management

How is LEVATUS | Wealth Counsel and Investment Management ranked in Boston?

LEVATUS | Wealth Counsel and Investment Management is ranked #37 of 90 wealth managers in Boston by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are LEVATUS | Wealth Counsel and Investment Management’s hours?

LEVATUS | Wealth Counsel and Investment Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does LEVATUS | Wealth Counsel and Investment Management serve?

Serves Boston and 11 towns within 25 miles: South Boston, Cambridge, Brookline, Somerville, Chelsea, Jamaica Plain, Everett, Medford, Winthrop, Malden and Revere. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about LEVATUS | Wealth Counsel and Investment Management?

LEVATUS | Wealth Counsel and Investment Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact LEVATUS | Wealth Counsel and Investment Management?

Call LEVATUS | Wealth Counsel and Investment Management on (617) 505-4710. The business is at 115 Newbury St Ste 503, Boston, MA 02116. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

LEVATUS | Wealth Counsel and Investment Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
LEVATUS | Wealth Counsel and Investment Management (this business)—635.0 (3)NoNo
The Semjen Group Wealth Management Advisors#35634.5 (8)——8.9 mi
Boston Partners Wealth Management, LLC#36635.0 (7)NoNo11.9 mi
Citizens - Wealth Center#38633.7 (9)YesNo5.2 mi

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