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Madison Strahan
Relationship Associate And Partner at Dakota Wealth Management
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Work Experience
Relationship Associate And Partner
Jul 2019 - Present · 5 years and 6 months
springside partners
Client Relationship Associate
Mar 2017 - Jul 2019 · 2 years and 4 months
ss&g wealth
Intern
Mar 2017 - May 2018 · 1 years and 2 months
Company Details
51-200 Employees
Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com. Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.
Year Founded
2018
Social Media
LinkedinTwitter
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
11376 N. Jog Rd Suite 101 Palm Beach Gardens, Florida 33418, US
Keywords
Investment ManagementFinancial PlanningEstate PlanningTrust PlanningTax PlanningBusiness ConsultingExecutive ConsultingLegacy PlanningRetirement Planning
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