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Personal Investments

Client Centered

Your personal goals deserve holistic strategies to help you achieve them. At Levine Group, we offer integrated personal investment services for individuals and families throughout the country. Our team consists of Accredited Investment Fiduciary (AIF) professionals and Certified Financial Planner™ professionals who are experienced and knowledgeable in all areas of investments.

From single products to comprehensive strategies, we can help build and implement a financial plan that meets your current needs and future objectives.

The decisions you make today will have a lasting impact on your future. Whether you are days or decades away from retirement, now is the time to strategize for your healthy retirement.


  • Mutual Funds
  • ETF’s (Exchange-Traded Funds)
  • Professional Managed Money
  • Annuities
  • Alternative Investments*
  • Certificates of Deposit (CD’s)
  • Stocks & Bonds

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.


  • Financial Plans
  • Retirement Income Planning
  • ROTH IRA Conversions
  • Wealth Distribution
  • Social Security Analysis