Fort Lauderdale, FL

The Fort Lauderdale team builds long-lasting relationships to support clients throughout their financial journey. The team helps guide clients through various life stages and generational wealth transfers, advising on investment management, estate planning, and taxes. Brett, Rhys, Mary Beth, and Tiffany have experience working with families, high-net-worth individuals, and business owners, focusing on both short-term and long-term financial objectives. The team also has a unique ability to work with younger clients in their accumulation phase.

Contact Us

Dakota Wealth Management

2400 E Commercial Blvd. Suite 211

Fort Lauderdale, FL 33308

Phone: (954) 900-1720