Dakota Wealth is a financial advisory firm focused on personal relationships and advice tailored to each client’s circumstances. Its approach centers on understanding where clients are today and what they hope to achieve, rather than relying on one-size-fits-all solutions. The firm offers customized investment management, including portfolio construction, proprietary investment management, individual-security portfolios, and personalized reporting.

Its tax planning services include tax-efficient portfolios, tax-loss harvesting, cost-basis reviews, and IRA conversions. For retirement, Dakota Wealth helps clients set goals, develop and implement savings plans, and consider accounts and strategies such as IRAs, SEP-IRAs, 401(k)s, required minimum distributions, conversions, and withdrawals. The firm also provides estate planning and charitable-giving guidance, covering estate design, estate tax management, generational transfers, and charitable trusts.

Clients can explore educational articles, webinars, e-books, videos, and calculators on financial topics including retirement, taxes, investing, and wealth. Dakota Wealth serves clients from its office in Dakota Dunes, South Dakota, and invites prospective clients to schedule a call. Advisory services are offered through Advisory Services Network, LLC