Dakota Wealth Management, based in Newton, MA, is a leading investment management firm that combines the art and science of wealth management to provide exceptional services to its clients. With a team of experienced advisors and investment professionals, Dakota offers personalized portfolio design and legacy care, ensuring that each client's unique needs are met.
Specializing in investment management, financial planning, tax services, trust and estate planning, and divorce planning, Dakota provides comprehensive solutions to help clients achieve their financial goals. With a focus on enhancing generational wealth, Dakota's innovative strategies and dedicated associates create an exceptional wealth management experience for their clients.
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