Testimonials

Peter F. Mawn

Board Member

Oakmont Partners - Joined DWM May 2018

“We set the bar very high for ourselves when we decided to merge our firm. We wanted a partner who would continue to provide the highest level of care and service for our clients. A firm that would also value the contribution of our employees and provide them support and potential opportunity for advancement. But most importantly, we wanted to enjoy working every day with really good and talented people. People who shared our goals and values, in a collaborative environment based on mutual respect.

Dakota Wealth has met all our hurdles. Being a part of Dakota from the beginning has been one of the most rewarding experiences of my career. I consider myself very lucky to be a part of this great company and to work with the exceptional group of people who make Dakota the special firm that it is and will continue to be.”

Carina Diamond

Chief Experience Officer

Springside - Joined DWM July 2019

“Like many sellers, I had plenty of suitors. I decided to join forces with Dakota Wealth because of our shared values, a common emphasis on diversity and next gen talent development, and mutual respect. Unlike many RIA’s, Dakota has a strategic plan for both organic and inorganic growth. And Dakota Wealth recognizes the importance of taking care of the team that cares for the clients.”

John DeSimone

Senior Client Advisor

Oakmont Partners - Joined DWM May 2018

“As my prior firm considered succession, we had three goals: make sure our clients are with the best company, our employees have the opportunities to actualize their full potential, and that our partners, whom were at different stages of life, each fulfil their desires. The Dakota partnership was a perfect fit to all three. A seasoned team with a focus on people; clients, employees, and partners.”

Brett W. Orvieto

Managing Partner

SAM Group - Joined DWM May 2018

“From the beginning, I was impressed with Dakota’s acquisition expertise. My transition went smoothly as a result of the hard work of my team, Dakota, and our custodian partners. I’m proud to be part of a dynamic, innovative, and growing firm like Dakota Wealth. We have diverse and talented people that set us apart in the industry.”

Myranda J. O’Bara

Managing Partner

Oakmont Partners - Joined DWM May 2018

“It has been one year since my partners and I joined the Dakota team. The depth and breadth of what we are now able to offer our clients has exceeded my most optimistic expectations. Peter Raimondi has assembled a robust team of industry professionals, each of whom are committed to creating a unique wealth management platform that elevates the client experience beyond any other.”

William J. Mikus

Managing Partner

Mikus Capital - Joined DWM June 2018

“Peter Raimondi has the three essential elements that gave me the confidence to join the Dakota Wealth Team – Credibility, Responsibility and Passion. Peter’s history of successfully building several advisory practices with a sense of personal responsibility to his partners, clients and community along his passion for life is a wonderful indicator for a prosperous future.”

Gary M. Locarno

Director, Tax Services

GML Associates - Joined DWM January 2019

“Becoming part of a growth orientated company with focused plans, strong systems and diverse experienced professionals was exciting to both our employees and our clients. The investment and client service professionals are provided with operations support and tools designed to allow them to work closely with their clients and spend less time on managing the internal operations of the business units.”