Our Services - Dakota Wealth Management

Our Services

Hudson (detail) by Brian Rutenberg

Dakota cares deeply about what matters most to you and your family. As both your ally and your advocate, we provide thoughtful counsel and facilitate a comprehensive wealth management experience that includes customized investment management, tax and estate planning, philanthropy and generational wealth transfer.

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 and trained in the financial aspects of divorce. Learn More