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ClaimThe Art of Wealth Management
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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Billings, MT
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Year founded
Founded 2018
3 Locations
- Billings , MT
- Palm Beach Gardens , FL
- Akron , OH
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