The professionals at Levanti Wealth work with you to find clear and practical solutions for your financial planning and investment needs. For our business clients, we offer expertise in choosing and implementing corporate & employee benefits.
You are unique, and managing your personal finances or business benefits is a full time job. Let us help.
Individual
Clients
Individual
Clients
Levanti Wealth provides comprehensive financial planning including risk management and investment advisory services to corporate executives, entrepreneurs, business owners, and individuals.
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Needs
Special
Needs
Preparing for the future of individuals with special needs can be complex. Levanti Wealth is dedicated to helping families plan for the financial future of their loved ones with special needs.
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Clients
Corporate
Clients
Levanti Wealth helps your business navigate the complex marketplace of corporate benefits and risk management. We help assist you in retaining both employees and earnings.
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Professionals
Medical
Professionals
At Levanti Wealth, we provide medical professionals with the resources, experience, and expertise they need to make well informed financial decisions. From residency to retirement, we’re with you every step of the way.
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Professionals
Legal
Professionals
Levanti Wealth helps legal professionals achieve their version of financial success. From student loan management to advanced tax planning strategies, our resources are tailored to the financial needs of lawyers throughout their career.
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Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your portfolio to identify any gaps that may exist in your policies.
We educate you and provide you with suggestions and so that you can make the best possible decision suited for your situation.
Once you are satisfied and ready to take action, we work with you to implement your strategies and secure the required products and services and reallocate where needed.
Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.
Levanti Wealth's team of professionals have over 100 years of combined experience in the financial services industry. We listen. We strategize. We implement. We keep listening.
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