Our Dakota Wealth Management team believes in actively supporting our clients’ businesses and personal financial planning matters. Our hard-earned reputation depends on our clients’ well-guided financial accomplishments.

Accordingly, we partner with a team of tax planning professionals that allows us to provide exceptionally comprehensive and holistic wealth management.

Tax Services for our clients are offered through Dakota Tax Services, a wholly owned affiliate of Dakota Wealth Management. Aligned with Dakota Wealth, Dakota Tax Services provides a boutique, customized experience for our valued clients.