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Accounting Firm

Levesque & Associates Inc.

A fiduciary wealth management, tax and CFO advisory firm for business owners and families

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About Levesque & Associates Inc.

Levesque & Associates Inc. is a financial planning and accounting practice, now presented online as DeLVR Wealth. It brings personal and business finances together under one plan, mainly for business owners and families.

What Levesque & Associates Inc. does

  • Goal-based financial planning: A written plan built around the client's aims, then carried through to implementation.
  • Wealth management: investment guidance that fits inside the wider plan.
  • Tax planning: strategies meant to reduce lifetime tax bills.
  • CFO services: financial leadership for business owners.
  • Business value planning: looking at how the business fits into overall wealth and its risks.

Who it works with

Entrepreneurs, business owners and legacy-minded families. The firm acts as a fiduciary, putting client interests first.

Key facts

  • Led by: Conrad Levesque, a certified financial planner and CPA with nearly twenty years of experience
  • Relationships: Prosperity Capital Advisors and The Due Diligence Project
  • Also known as: DeLVR Wealth

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-08. Organic ranks only; sponsored placements are never ranks.

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