Newton, MA

The Newton team helps its clients achieve their financial goals through tailored strategies and personalized advice for individuals of all ages. They prioritize building long-lasting relationships and supporting multi-generational clients, and their families, throughout their financial journey. The team shares a deep commitment to exceptional service. Their approachability and focus on sharing financial knowledge in a sensible and personal manner, makes them a trusted partner and resource in financial planning and wealth management.

The team holds long-tenured experience advising clients in the fields of media, academia, science, and medicine. They partner with individuals through all life stages and value a holistic approach to advising with an emphasis on investments, financial planning, estate planning, charitable giving, generational wealth transfer, and tax strategy.

Newton’s office is also home to Matthew Kornack, a Research Analyst for Dakota’s Investment Management Team. Matt holds the Level 1 CFA designation and focuses on synthesizing market-related data and trends into actionable analysis that helps inform advisory investment decisions across the firm.

Contact Us

Dakota Wealth Management

One Gateway Center

300 Washington Street, Suite 601

Newton, MA 02458

Phone: (617) 243-0020