Professional Resources

Staying In Our Lane… Trusted Professional Resources

Wealth Plus is very good at what we do. Good enough to know that we should stay in our lane and not pretend to be all things financial. However, our clients’ needs extend into a variety of areas that may overlap with what we provide. It’s important for a firm such as ours to have high quality professionals upon which we can call for:

tax advice
insurance services
estate planning and trusts
elder law
accounting assistance

When the need arises, Wealth Plus can provide referrals to any one of the many resources we rely on for those services that compliment what we do.

Our client information is confidential. You can rely on us to never violate that trust. Should the need arise, you will always give permission before any information regarding you, or your account is passed to another party.

Every referral we provide is local to South Dakota. Just like Wealth Plus of the Dakotas, each of these firms is owned and operated by South Dakota residents. We believe in maintaining our communities as thriving business environments. We are proud to have this network of professional friends and fellow South Dakotans available for our clients.

Call Us:

(605) 622-7801

or Call Toll Free:

1-888-699-2102

Email Us:

appointments@wpdakotas.com

Disclosure

Wealth Plus of the Dakotas, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Wealth Plus of the Dakotas, Inc. Insurance products and services are offered separately through individual licensed and appointed agents.