Dakota Wealth Management

www.dakotawm.com

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com

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Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com

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Country

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State

Florida

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City (Headquarters)

Palm Beach Gardens

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Employees

11-50

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Founded

2018

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Potential Decision Makers

  • Chief Development Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer and Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director - Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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