Somerset Financial Group - West Palm Beach (FL)

Anna Gibson Amazing staff that all go the extra mile to help you. We have had 3 different closings here and all 3 were easy to accomplish. Angie was especially great at getting all the paperwork completed for the closings mentioned above and she also helped me with another real estate issue which required many different iterations of the final document. We have another closing in the future and we will continue to use their services. Highly recommend.

Scott Segreto I’m a real estate agent here in Tampa and I recently had the pleasure of working on a transaction with Dana. I was the agent for the buyer. You could tell Dana was on top of everything from day one. He is professional, he is knowledgeable and he communicated throughout every step of the transaction. I enjoyed working with Dana so much, he is now helping me with refinancing one of my investment properties. He’s a great guy to work with and you know he’s gonna get you to the closing table. Thank you, Dana!

Barbara Williams Warm up

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team