Private Wealth Advisor with Rhode Island Roots Wins Women’s Choice Award


Susan Dahl

Susan Dahl, CEO of LEVATUS Wealth Counsel and Investment Management, was the recent recipient of the Women’s Choice Award® for Financial Advisors and Firms. ‘We are so honored to receive this award. What it stands for means a lot to me and to our whole team’, said Dahl. ‘The core values the award highlights, are a reflection of each of the founding partners and so I accept the award on behalf of all of us.’ The Women's Choice Award for Financial Advisors is the only recognition program for well-qualified advisers who are committed to the women's market. Qualifying for this award reflects a commitment to providing extraordinary service in addressing the financial needs of women and their families. According to the Women’s Choice Award®, women control more than half the wealth in the United States and while 70% of female consumers would like to work with a financial advisor, less than half actually have one. The Women's Choice Award Financial Advisor program offers a reputable resource to help women find an advisor who is trustworthy and competent, and who is relatable to other women.  Itis the only recognition program for well-qualified advisers who are committed to the women's market and serving their female clients .  The Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. Dahl and her founding team have many decades of combined experience. Their views on how to achieve truly extraordinary outcomes are reflected in,  Wealth, Values and the Female Financial Advisor. The LEVATUS teamis passionate about using their deep experience and understanding of both markets and people to pursue positive change, offering a direct approach to investing, while prioritizing what matters most, their clients’ sense of well-being. ‘It’s time for a new approach to financial strategy and advisory relationships’, Dahl said.  The goal of all  LEVATUS signature services is to focus on improving outcomes by creating clarity and control, reflecting individual values and priorities, and creating a straightforward roadmap to meaningful success. LEVATUS LLC is a registered investment advisor. For additional information regarding the Advisor's investment advisory services, please refer to Form ADV 2A ("Disclosure Brochure") on their website:

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