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Dakota Wealth Management

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The Art of
Wealth Management

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Flying Point (detail) by Brian Rutenberg

Elevating Wealth Management
to an Art Form

At Dakota, we believe that investment management is a skillful blend of art and science. Our advisors and investment professionals draw from a deep well of experience, bringing exceptional judgment and a personalized approach to designing your portfolio and caring for your legacy.

About Dakota Wealth Management

Our Service Areas

Investment
Management

 We apply both art and science to structure unique portfolios to suit the needs of our individual clients. Learn More

Investment
Strategies

 Dakota portfolio managers have designed proprietary investment strategies exclusively for Dakota clients. Learn More

Financial
Planning

 Whether aiming towards a single goal or set of goals, your advisor can help you create a plan to get there. Learn More

Trust and Estate
Planning

 Having an effective estate plan in place is essential for leaving the legacy you have earned. Learn More

Tax
Services

 Tax planning strategies and tax compliance services for individuals, families, businesses, and organizations. Learn More

Divorce
Planning

 Our divorce specialists are certified in counseling you through an emotional process toward your financial future. Learn More

Your Vision,
Our Masterpiece

 We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth. Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed and implemented. Meet the Dakota Team

Flying Point (detail) by Brian Rutenberg