Levine Family Wealth Counsel

Your trusted partner in administering your family’s wealth and future.

At the Levine Family Wealth Counsel, we believe your financial journey deserves a personalized and holistic approach. For over 30 years, our team has guided families through every stage of life, helping them to achieve their goals with clarity and conviction.

The exclusive administration of wealth we offer is grounded in our fundamental principles:

Capital Preservation & Appreciation

Family Goal Alignment

Excellence in Quality of Care

We combine our deep expertise with thoughtful planning and an unwavering client-first mindset to help you grow, protect, and transition your wealth. Our mission is to help you realize your financial objectives and satisfy your needs, today and in the future, while giving you confidence and peace of mind in any market environment. We achieve this by taking the time to thoroughly understand your financial situation and the legacy you want to build, then crafting a tailored investment strategy that integrates all aspects of your wealth.

Meet our team

Discover our services

Going places with Trailblazers: Daniel Levine

Hey Daniel, few questions.

Sure, come walk with me.

Describe your style as an adviser.

Family oriented.

What's your northstar?

Definitely my grandmother.

First conversation or final results?

Conversation. It's all about how you make people feel.

What's the biggest plus working here?

They let me be me.

Last question. Independence or stability?

Both.

Our core values

As your partner in financial success, we’re here to support you with all your investment goals. You can count on our help to make your money work for you.