Dakota Wealth Management

Ledge Wealth Management is a financial planning and investment management firm that focuses on serving high-net-worth individuals and families. The firm provides a range of services, including wealth management, financial planning, retirement planning, and life planning. Ledge Wealth Management aims to enhance clients' financial wellness through tailored investment advisory services that address their unique financial goals and needs.

C2C, a Registered Investment Advisor (RIA), with a combined six decades of experience guiding successful individuals and their families.

JMG Wealth Management Group provides comprehensive wealth management and planning to families, small business owners, non-profit organizations, and corporate retirement plans.

Jonathan D. Pond is an investment management firm that offers financial planning, investment strategy, risk management, and advisory services to individuals and families. The firm focuses on retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk.

Stillwater Investment Management was an investment advisory firm based in Stillwater, Minnesota, established in 2004. As an employee-owned firm, it specialized in portfolio management, investment strategy, consulting, and financial planning services for a diverse clientele, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focused on managing separate client-oriented equity and fixed-income portfolios while investing primarily in the public equity and fixed-income markets of the United States, as well as in exchange-traded funds. The firm's assets were overseen by its executive management team. In a strategic move, Stillwater Investment Management was acquired by Dakota Wealth Management.

Loveless Wealth Management is a wealth management firm based in Billings, Montana, offering a range of financial services tailored to individual client needs. The firm specializes in estate planning, investment management, financial planning, and tax management. By providing customized and comprehensive recommendations, Loveless Wealth Management aims to assist clients in effectively managing their investments and navigating complex tax situations while ensuring their financial goals are met.

Founded in 1998, Persimmon Capital Management is a privately owned, wholly independent family wealth advisory firm focused exclusively on advancing the mission of the clients they serve. Highly focused on multi-generational families of affluence, their mission is to fill the growing void left by banks, trust companies, and wirehouses, in providing proactive, conflict-free advice with access to the breadth and level of service that is generally unavailable at traditional institutions.