Levenson Wealth Information

Levenson Wealth is a boutique fee-only firm in Newton offering wealth planning services (integrated financial planning and investment management) to a select group of individuals, couples and families. We believe that thoughtful, comprehensive planning is critical so we do not charge any upfront or ongoing financial planning fees. We sell no products nor accept any commissions or referral fees so we can provide objective advice. We always serve in a fiduciary capacity, putting clients’ interest first. Our evidence-based investing approach enables clients to feel confident their portfolio is managed based on sound principles and with discipline. We focus on risk profiling, global diversification, intelligent indexing, expense sensitivity, tax management and careful rebalancing. Our clients are generally professionals in the Boston area who are within fifteen years before or after retirement. In some cases, they left an advisor who was not a fiduciary or did not offer planning; in others, they handled their finances themselves in the past but now want to outsource the work to an experienced planner whom they can trust. Our wealth planning services are designed for clients with portfolios of at least $1,000,000. Visit our website at www.LevensonWealth.com to learn more.