Dakota Wealth Management, a Palm Beach Gardens, FL-based independent investment management firm, acquired C2C Wealth Management, LLC, an SEC registered investment advisory firm managing approximately $350 million in Mansfield, MA.
The amount of the deal was not disclosed.
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.
Launched in May 2018 by Louis Delle Valle and Maureen Mackowski, Dakota Wealth Management delivers a wealth management experience dedicated to creating multi-generational wealth and success for clients and partners. Since its founding, Dakota Wealth Management has grown assets under management both organically and through strategic acquisitions. The firm also advises on an additional $550 million of client assets. Louis Delle Valle and client services associate Carol Donnelly will join Dakota. Maureen Mackowski has since retired.
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.
The company now has 14 offices in 9 states.
FinSMEs
02/01/2023