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 available through Dakota.
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Founded by industry veteran Peter Raimondi, the Dakota team crafts highly personalized portfolios with investments uniquely suited to clients’ lives and objectives.
Chief Executive Peter Raimondi is known as a visionary in the wealth management space. Everything Dakota does embodies his values of entrepreneurship, integrity, determination and kindness, all of which remain the foundation of his business and personal philosophy. Dakota Wealth Management is a team of dedicated professionals who balance art with science to build customized portfolios that deliver a sophisticated, personalized wealth management experience. They work to bring thoughtful counsel, sound judgment, experience and skill to clients, in contrast to the automated and algorithmic investment approaches now prevalent in the financial services industry.
“Dakota” means friend and ally, and Dakota focuses on caring for clients—understanding their families, lifestyle needs, goals and long-term aspirations. From crafting portfolios to facilitating a comprehensive wealth management experience, everything is custom-designed to support multi-generational success.