FL-based Dakota Wealth Management acquire C2C Wealth Management. an SEC registered investment advisory firm managing approximately $350 million in Mansfield, MA. The firm also advises on an additional $550 million of client assets. Founder Louis Delle Valle and client services associate Carol Donnelly will join Dakota.
Read also – CA-based Hyperlink Ventures Secures it’s First fund at $32M
Peter Raimondi, Founder and CEO, Dakota Wealth Management said, “It is a rare occurrence to encounter an individual who specializes in providing strategic counseling to families with complex needs, Mr. Della Valle and I value the importance of elevated strategic planning and understand the imperative for seamlessly integrated tax services.”
Della Valle said, “That why I chose Dakota.”My business has been growing rapidly, and I needed to evaluate if I wanted to build out the infrastructure and add personnel or find a partner with those things already in place that can help maintain my growth trajectory,”.
The transaction marks the fourth Dakota has announced since June 1. Previous transactions include Stillwater Investment Management in June, Jonathan D. Pond LLC in September, and JMG Wealth Management Group in November.
Read also – ME-based Biochar Producer Standard Biocarbon Secures $5M in Funding
Mr. Della Valle founded C2C Wealth Management in 2016 in partnership with advisor Maureen Mackowski after breaking away from independent broker-dealer LPL Financial. Mackowski has since retired.
About Dakota Wealth Management
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.
Read also – TX-based Cart.com Secures $30M Growth Funding
Headquartered in Palm Beach Gardens and founded by RIA industry veteran Peter Raimondi, Dakota elevates wealth management to an art with thoughtfully designed investment portfolios and personalized wealth management services.
About C2C Wealth Management
Maureen “Moe” Mackowski and Louis Della Valle, who have six decades of combined experience advising wealthy individuals and their families, founded C2C, a Registered Investment Advisor (RIA).
Read also – PA-based NewSpring Secures over $180M for Fourth Growth Equity Healthcare Fund
After collaborating at two of the top international financial services firms, Moe and Lou founded C2C to improve their capacity to provide clients with specialised solutions.
