Dakota Wealth Management, based in Billings, MT, is a leading investment management firm that combines the art and science of portfolio design to cater to the unique needs of individual clients. With a team of experienced advisors and investment professionals, Dakota offers personalized financial planning, tax services, divorce planning, and trust and estate planning to help clients achieve their financial goals and leave a lasting legacy.
Driven by a commitment to enhancing generational wealth, Dakota creates an exceptional wealth management experience through its innovative strategies, breadth of client services, and a dedicated team of associates. The firm takes pride in featuring the inspiring paintings of Brian Rutenberg, a renowned artist and long-time client, whose work embodies the firm's values of passion, dedication, and self-expression.
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