Meet Our Team
Lewes, Delaware
Garrett Hudson
Associate Wealth Advisor
Gabriela Caceres
Senior Relationship Associate
Marlee Messick
Relationship Associate
At Dakota–Lewes, we believe retirement should feel like a day at the beach—relaxed, secure, and worry-free. As a fiduciary, fee-only financial planning team, we provide objective guidance designed solely around your goals and best interests.
We take a team-based, holistic approach, offering ongoing planning and proactive advice to help you enjoy the retirement lifestyle you’ve worked hard to build. From income planning and tax strategy to investments, estate considerations, and beyond—we’re here to help you feel confident every step of the way.
Contact Us
Dakota Wealth Management
1413 Savannah Road, Suite 4
Lewes, Delaware, 19958
Phone: (302) 645-6650
