Dakota Wealth Management
The Art of Wealth Management
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families, blending art and science in personalized portfolio design.
About
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 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.
Services
Investment Management
We apply both art and science to structure unique portfolios to suit the needs of our individual clients.
Investment Strategies
Dakota portfolio managers have designed proprietary investment strategies exclusively for Dakota clients.
Financial Planning
Whether aiming towards a single goal or set of goals, your advisor can help you create a plan to get there.
Tax Services
Tax planning strategies and tax compliance services for individuals, families, businesses, and organizations.
Trust and Estate Planning
Having an effective estate plan in place is essential for leaving the legacy you have earned.
Retirement Plan Solutions
Designing and maintaining a high-quality 401(k) plan does not have to be complex.
