Dakota Wealth Management Acquires C2C Wealth
Summary
The transaction marks the fourth Dakota has announced since June 1. Previous transactions included Stillwater Investment Management in June, Jonathan D. Pond LLC in September, and JMG Wealth Management Group in November. Louis Delle Valle and client services associate Carol Donnelly will join Dakota. Led by Peter Raimondi, Founder and CEO, Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. It also provides a full suite of financial planning, estate and tax services for selected clients.
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