Dakota Wealth Management

Ledge Wealth Management is an investment management and financial planning firm that offers a range of advisory services primarily aimed at high-net-worth individuals and families. The company specializes in financial planning, wealth management, and investment management, providing tailored solutions to meet the unique needs of its clients. Additionally, Ledge Wealth Management focuses on financial wellness, retirement planning, and life planning, ensuring that clients have a comprehensive approach to managing their financial futures. Through its dedicated services, the firm aims to enhance the financial wellbeing of its clients while helping them achieve their long-term financial goals.

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

JMG Wealth Management is a professional services firm specializing in comprehensive wealth management. They cater to a diverse client base, including families, small business owners, non-profit organizations, and corporate retirement plans. The company's offerings span a broad range of services, such as investment and portfolio management, retirement planning, long-term care and disability insurance, education planning, and small business retirement plans. Their goal is to help clients achieve their long-term financial objectives through tailored, expert guidance.

Jonathan D. Pond is a professional services firm specializing in investment management and financial planning for individuals and families. The company's core offerings include retirement and estate planning, insurance strategies, tax minimization, gifting strategies, and risk management services, aiming to help clients achieve their financial goals while mitigating risks.

Stillwater Investment Management was an investment advisory firm based in Stillwater, Minnesota, founded in 2004. As an employee-owned entity, the firm specialized in portfolio management, investment strategy, consulting, and financial planning services. It catered to 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, primarily investing in the U.S. public equity and fixed-income markets, as well as exchange-traded funds. The executive management team oversaw the firm's assets, ensuring tailored investment solutions for its clients. In 2023, Stillwater Investment Management was acquired by Dakota Wealth Management.

Loveless Wealth Management is a firm based in Billings, Montana, that offers a range of financial services including estate planning, investment management, financial planning, and tax management. The company focuses on providing customized and comprehensive advisory solutions tailored to meet the unique needs of its clients. By integrating investment portfolio management with tax advice and strategic financial planning, Loveless Wealth Management aims to help clients achieve their financial goals through informed decision-making and personalized strategies.

Persimmon Capital Management is a privately owned, wholly independent family wealth advisory firm focused on multi-generational, affluent families. It provides proactive, conflict-free financial guidance designed to advance clients’ wealth goals and missions. The firm aims to fill the void left by traditional institutions such as banks, trust companies, and wirehouses by offering broad services and access to a level of service not typically available at standard providers.