The Akron team helps clients achieve personal and family financial goals through tailored strategies and personalized advice. They prioritize building long-lasting relationships to support clients throughout their financial journey. By staying updated on market trends, they provide insightful guidance for informed decision-making. Their commitment to exceptional service makes them a trusted partner in financial planning and wealth management.
They have experience with families, high-net-worth individuals, and business owners, focusing on both short-term and long-term financial objectives. They guide clients through various life stages and generational wealth transfers, advising on investment management, estate planning, and taxes.
Contact Us
Dakota Wealth Management
275 Springside Drive, Suite 250
Akron, OH 44333
Phone: (330) 598-2208
