M or Associates

Branch, ATM

Dakota Wealth Management is a leading investment firm located in Watertown, MA. With a team of experienced advisors and investment professionals, they offer a skillful blend of art and science in their approach to investment management. From designing personalized portfolios to providing comprehensive financial planning and tax services, Dakota is dedicated to helping clients achieve their financial goals and leave a lasting legacy. With a focus on enhancing generational wealth, Dakota creates an exceptional wealth management experience through their innovative strategies and breadth of client services. They pride themselves on their unique, inspired culture and feature the work of renowned artist Brian Rutenberg, whose paintings reflect the firm's values of passion, dedication, and self-expression. As a trusted partner, Dakota is committed to delivering exceptional results and helping clients navigate the complexities of wealth management.Generated from the website