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Dakota Wealth Management

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Partnership

Orion (detail) by Brian Rutenberg

Why Partner with Dakota

  • Transition, Succession & Next Generation Positioning
    • The RIA industry is aging and in serious need of succession and transition planning
    • Having a formal succession plan is part of an advisor’s fiduciary duty to their clients, to ensure proper continuity of planning and care
    • Developing & mentoring the next generation of investment advisors is incredibly important, and lacking in the RIA space
    • Partnering with Dakota Wealth will ensure your transition and succession planning is well formulated, with a multi-generational leadership structure that will continue to provide exceptional client service for many generations to come
  • Economies of Scale
    • Sophisticated and Multi-Pronged Investment Strategy
    • Technology enhancements
    • Staff benefit package
  • Transitioning Operational Responsibilities
  • Strong Operational Support
  • Broader and Enhanced Client Service Offerings
  • National Marketing Platform, catering to specific geographies
  • Leadership and Professional Growth Opportunities for both existing Executives and Next Generation

Distinct Platform & Operations

  • Dakota was intentionally created to become a multi-billion dollar firm via organic and acquisition growth
  • Our journey to build a highly respected world-class wealth management firm is centered on creating an exceptional culture, through inspired teams who deliver transformational wealth management services
  • Dakota has created a highly scalable and efficient platform utilizing best-in-industry technology and consulting services to transfer the “back office” and non-revenue generating tasks from our client-facing team members, allowing them to focus their full attention on being client advisors
  • Dakota is an employee and client-owned firm – no private equity or unrelated third-party shareholders

Growth & Security with Dakota

  • Firms that partner with Dakota experience faster organic growth as they are able to transfer back and middle office responsibilities, utilize our Investment Team’s knowledge and insight, and gain efficiencies from our processes and technology stack
  • Dakota’s services include in-house investment management, estate and wealth planning, legal and tax advisory services – these services can be utilized to expand your offerings to current clients and enhance your overall service offerings

Partnership Process

  • Dakota employs a flexible and individual approach to each unique partnership opportunity
  • Our team focuses on two important concepts when considering a partnership: Talent and Culture
  • Principals who partner with Dakota have an opportunity to have a meaningful role in the management and evolution of the firm
  • Dakota encourages incoming partners to use the transition opportunity to award key employees with equity
  • Dakota employs a formal and experienced transition team led by our Chief Operating Officer. We view a successful transition and assimilation to be of critical importance

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Client Relationship Summary

Featured Artist

We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian's work which is such an inspirational display of self-expression at www.brianrutenbergart.com.
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  • Home
  • About
    ▼
    • About Dakota
    • Our Team
    • Dakota in Action
  • Services
    ▼
    • Investment Management
    • Estate Planning
    • Tax Services
  • Partner With Us
    ▼
    • Why Partner with Dakota
    • Testimonials
    • Contact Us
  • News & Press
  • Contact Us
  • Client Login