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Dakota Wealth Management

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Hudson (detail) by Brian Rutenberg

Dakota cares deeply about what matters most to you and your family. As both your ally and your advocate, we provide thoughtful counsel and facilitate a comprehensive wealth management experience that includes customized investment management, tax and estate planning, philanthropy and generational wealth transfer.

Investment
Management

 We apply both art and science to structure unique portfolios to suit the needs of our individual clients. Learn More

Investment
Strategies

 Dakota portfolio managers have designed proprietary investment strategies exclusively for Dakota clients. Learn More

Financial
Planning

 Whether aiming towards a single goal or set of goals, your advisor can help you create a plan to get there. Learn More

Trust and Estate
Planning

 Having an effective estate plan in place is essential for leaving the legacy you have earned. Learn More
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.