Dakota Wealth Management

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What are you doing to grow?

It’s getting tougher to compete and firms are brainstorming unique ways to increase revenue. Have you considered how your firm will elevate client experience, increase revenue, diversify services, and compete in an unpredictable world?

The Benefits

Consider this, Dakota Wealth Management works transparently with accounting firms to provide seamless wealth services, putting the client first. Service and communication are increased, mutual goals are achieved, and practice growth transpires under the same roof — yours!

What are some the benefits of adding wealth to your services? Many wealth management decisions are closely tied to taxes and other potential tax ramifications that usually need to be reviewed with a client’s tax advisor.

The Evidence

When Gary Shamis was managing partner of SS&G (an Accounting Today Top 40 firm prior to its acquisition by BDO), the firm offered wealth management services through its sister company, SS&G Wealth Management.

For more than twenty years, clients were afforded cohesive services, an enhanced experience, and timely planning and reporting — all under one roof. SS&G Wealth Management provided an additional revenue stream to the partners of the accounting firm that grew consistently year-over-year.

Gary Shamis

SS&G Wealth Management* was lead by Carina S. Diamond who serves as the Chief Experience Officer at Dakota. She and Gary have worked together for two decades. Diamond was appointed to the Forbes list of ‘Top Women Wealth Advisors 2020’.

The Introduction

The Dakota model is working with WRC clients, small to mid-size firms across the country.

To learn more and talk about the benefits of a wealth management relationship for your firm, contact Gary at GShamis@WindingRiverConsulting.com.

*SS&G Wealth Management split into SS&G Wealth Management and Springside Partners in 2014 after SS&G was acquired by BDO. SS&G Wealth Management was sold to Prosperity Advisors Group in 2018. Springside merged with Dakota in 2019.