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Dakota Wealth Management

Client Login

Mansfield, MA

Meet Our Team

Mansfield, MA

Lou Della Valle

Senior Wealth Advisor

Principal

Ross McWilliams

Senior Wealth Advisor

Principal

The Mansfield team specializes in serving high net worth clients by keeping a selective client base, which enables the creation of personalized financial plans. Their offerings encompass legacy and philanthropic investment strategies, estate planning, and tax reduction methods. With a strong emphasis on outstanding customer service, the firm also educates clients about different investment options. They work closely with CPAs to facilitate tax-advantaged investment planning and function as a fiduciary registered investment advisor (RIA).

Contact Us

Dakota Wealth Management

272 Chauncy Street, Suite 5

Mansfield, MA 02048

Phone: (508) 339-6074

Mansfield Team

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Featured Artist - We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian’s work which is such an inspirational display of self-expression at www.brianrutenbergart.com.