Lou Della Valle
Lou Della Valle serves as the Managing Director and Senior Wealth Advisor at the Mansfield office of Dakota in Massachusetts. His focus is on guiding individuals and families through the intricate financial landscape, particularly those with substantial multi-generational wealth. With a profound grasp of financial and global markets, Lou excels in simplifying complex financial matters for his clients. His expertise lies in estate and tax planning.
Lou holds a Bachelor of Science in financial management with a specialization in accounting and finance from Bentley University. Notably, he was selected to support families in the aftermath of the 9/11 crisis.
Before becoming part of Dakota, Lou was a co-founder of C2C Wealth Management in 2016, where he expanded the company to manage more than $1 billion in client assets. Dakota acquired this firm in December 2023.
In his free time, Lou can be found engrossed in a book or spending time with his ten-year-old beagle, Dutch. He is married to Bethany and has four children. Growing up in a Greek and Italian household, Lou values the importance of food in family life.
