Levanti Wealth is an independent, SEC-registered investment advisory firm founded on the principle of providing a client-centric approach to wealth management. The company's mission is to offer objective, tailored financial guidance to help clients navigate complex financial decisions and achieve their long-term goals. Their services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, and overall financial strategy, all delivered with a focus on building lasting, trust-based relationships.

Founded in

United States