Syracuse, NY

Your Syracuse team strives to create value for our clients with our carefully crafted investment portfolios and customized wealth management offerings. As your dedicated wealth management team, we collaborate with you and your family to understand your aspirations, goals, and concerns. Bridget, John, and Will work side by side with you to create tailored solutions that protect, grow, and eventually transfer your wealth. As your goals evolve throughout different stages of life, we are here to guide you every step of the way.

“Dakota” means friend and ally. We are committed to fostering an open, inspiring workplace that nurtures intellectual creativity, benefiting both our employees and clients. Our commitment to operational excellence translates into lasting wealth and success for our clients and partners across generations.

Contact Us

Dakota Wealth Management

432 N. Franklin St, Suite 80

Syracuse, NY 13204

Phone: (315) 464-0905