Springside Partners has become Dakota Wealth Management. Dakota is headquartered in Palm Beach Garden, FL; Dakota in Ohio is based in Northeast Ohio, where Carina Diamond and the rest of her team continue to serve local clients personally, as always. Former Springside clients can expect continuity in the services they receive, with the biggest change being the additional financial resources…
Welcome to the beautiful season of growth. In this spring issue of our newsletter, you will find news about the growth of our firm, with new team members, anniversaries, investment and community perspectives, and more. We are pleased to be able to serve our clients with informed and creative wealth strategies, and we hope you are enjoying your springtime!
David Taucher and Peter Augustin Complement Firm’s Energy and Client-Friendly Attitude Akron, Ohio—April 29, 2019. Springside Partners, LLC, an SEC Registered Investment Advisor, has added two professionals to its staff, strategically increasing capacity for growth by continuing to develop a dynamic talent mix that suits its clients. The new staff members are David M. Taucher, Senior Portfolio Strategist, and…
Welcome to fall, and our latest news! One of the greatest gifts you can give your child is comfort and common sense in handling financial matters. Many parents confess that they either don’t know how to talk about to their kids about money, they have failed to set appropriate limits with their children, or they don’t feel confident in their…