At Dakota, we believe that investment management is a skillful blend of art and science. Our advisors and investment professionals draw from a deep well of experience, bringing exceptional judgment and a personalized approach to designing your portfolio and caring for your legacy. We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth.
Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed and implemented. At Dakota, we craft highly personalized portfolios with investments uniquely suited to our clients' lives and objectives. Our team of dedicated, skilled professionals provide thoughtful counsel and facilitate a comprehensive wealth management experience.
Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed and implemented. At Dakota, we craft highly personalized portfolios with investments uniquely suited to our clients' lives and objectives. Our team of dedicated, skilled professionals provide thoughtful counsel and facilitate a comprehensive wealth management experience.
Services
Through an inspired culture, uniquely crafted investment portfolios, innovative strategies and exceptional client service, our extraordinary team delivers a transformational wealth management experience dedicated to creating multi-generational wealth and success for our clients and partners. Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families.
Dakota Wealth Management is the third registered investment advisory firm (RIA) created by acclaimed investment manager and 35-year industry veteran Peter Raimondi. With Dakota Wealth, Peter's goal is to bring thoughtful counsel, sound judgment, experience and skill to his clients, in contrast to the automated and algorithmic investment approaches now prevalent in the financial services industry.
At Dakota we are committed to providing highly skilled and individualized estate planning to guide our clients through the different stages of life. We assist our clients by creating sophisticated yet efficient estate planning strategies, including lifetime and charitable gifting techniques, aimed at estate preservation and transfer of wealth plans, minimizing estate taxes, and avoiding probate.
At Dakota our goal is to deliver to our clients a portfolio of strategies and ideas that are customized to each clients' needs and designed to increase their wealth while minimizing their income tax and estate tax liabilities. Dakota Wealth Management believes in being actively involved in our clients' business and personal financial planning matters.
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.Leadership and Professional Growth Opportunities for both existing Executives and Next Generation.
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.Leadership and Professional Growth Opportunities for both existing Executives and Next Generation.
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