Dakota Wealth Management is a Portsmouth-based financial firm that combines the art and science of investment management to provide personalized portfolios and legacy care. With a team of experienced advisors and investment professionals, they offer a range of services including investment management, financial planning, tax services, trust and estate planning, divorce planning, and more.
By blending their deep expertise with innovative strategies, Dakota Wealth Management aims to create an exceptional wealth management experience for their clients. They are dedicated to enhancing generational wealth and pride themselves on their unique culture and breadth of client services. As a testament to their commitment to art and inspiration, they proudly feature the work of renowned artist Brian Rutenberg, whose paintings reflect the firm's values of passion, dedication, and self-expression.
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