Prairiewood Wealth Mgmt

At Prairiewood Wealth Management, we pride ourselves on being a fiduciary, fee-only, and independent financial advisory firm serving clients in the Fargo-Moorhead area and nationwide. Our team of experts is dedicated to helping individuals and families build a brighter financial future by providing comprehensive wealth management services.

Our Mission

Our mission is to help you keep more of what you make, make more with what you have, and create a legacy that will last beyond your lifetime. We believe that your wealth is too important to leave to chance, which is why we're committed to providing personalized financial advice and guidance tailored to your unique needs and goals.

Our Approach

We take a holistic approach to wealth management, recognizing that every family's financial situation is unique. Our Family CFOs serve as your trusted advisors, guiding you through the complexities of investing, tax planning, estate planning, and charitable giving. We take the time to listen to your needs, identify your goals, and develop a comprehensive plan to help you achieve your financial objectives.

Our Services

Our Family CFOs offer a range of services designed to help you achieve your financial goals. These services include:

• Comprehensive Financial Planning: We help you coordinate all areas of your financial life, ensuring you take advantage of creative strategies to build the financial freedom you deserve.
• Proactive Tax Planning: We help you reduce the taxes you pay over your lifetime, so you keep more of what you make.
• Investment Management: We ensure the wealth you've already created is invested efficiently for long-term preservation and growth.

Why Choose Us?

At Prairiewood Wealth Management, we're committed to putting our clients' best interests first. We believe that financial advice should only be given by highly qualified professionals who have the necessary expertise and experience to provide quality guidance. That's why we require our Family CFOs to have either a CPA, CFA, or CFP license.

Our Principles

We founded our firm on six core principles that ensure we're always putting our clients' best interests first:

• Fiduciary Duty: We're legally obligated to do what's best for our clients 100% of the time.
• Fee Only: We don't receive commission-based compensation from anyone, which means our loyalty is only to our clients.
• Independent: We're fully independent, which gives us the ability to recommend what's best for our clients without restriction.
• Highly Qualified: We believe financial advice should only be given by highly qualified professionals with the necessary expertise and experience.
• Tax Integrated: We provide comprehensive advice covering all areas of our clients' financial lives, and we understand that almost every financial decision has tax implications.
• Generational: We're committed to training and recruiting the next generation of highly qualified advisors into our firm, so we can be the last wealth management firm you and your family will ever need.