Through an inspired culture, uniquely crafted investment portfolios, innovative strategies and exceptional client service, our extraordinary team delivers a transformational wealth management experience dedicated to creating multi-generational wealth and success for our clients and partners.
Who We Are
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management.
The name “Dakota” means friend and ally – here at Dakota Wealth Management, we focus on caring for you, understanding your family, lifestyle needs, goals and long-term aspirations. At a time when the financial industry has resorted to passive strategies and computer-generated models, our team of investment managers and advisors bring experience, knowledge and sound judgment to thoughtfully position that every aspect of your financial life for the greatest success. Everything we do, from crafting portfolios to facilitating a comprehensive wealth management experience, is custom-designed to support multi-generational success.
Learn more about our team of investment managers, advisors and client service professionals.