Office Address: 3175 Sienna Dr S, #100, Fargo, ND 58104
We are a fiduciary, fee-only, and independent financial advisory firm located in Fargo, ND. We proudly serve clients in the Fargo-Moorhead and West Fargo area as well as nationwide.
Our clients are individuals and families who need comprehensive wealth management services and whose largest lifetime expense is taxes.
We offer full-service investment management; integrated estate, insurance, and charitable planning; and proactive tax strategies.
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.
The government taxes you, inflation reduces the value of what you already have, and complexity keeps you from planning for your future.
You need a plan that will reduce the taxes you pay, grow the wealth you have, and create the legacy you deserve.
We know that finances can be complex. Just like a business, families need an experienced professional who will look out for their best interests. In our approach to wealth management, we serve as your Family Chief Financial Officer (CFO) helping you navigate the complexities of investing, personal finance, and tax planning.
Listen to your needs and help you create a coordinated plan covering investing, tax, estate, insurance, and charitable giving planning
Guide you through financial complexity and answer your questions so that you understand your options
Stand ready so that you never have to make important financial decisions alone
Support your family's primary financial decision maker so your family's finances remain well managed if and when they are no longer able to manage them on their own
Ensure you avoid the consequences of inaction, uncertainty, and mistakes that lead to lost potential and regret
You have hundreds of advisors to choose from. Why should you choose us? We founded our firm on six principles that ensure we are always putting your best interests first. Whether you are interviewing other advisors or simply wondering if your current advisor is the best fit for you, evaluate how they compare with the following principles.
As a fiduciary, we are legally obligated to do what’s best for you 100% of the time.
We are a fee-only firm meaning we do not receive commission-based compensation from anyone. You can be sure that our loyalty is only to you.
We are fully independent which gives us the ability to recommend what is best for you without restriction.
We believe financial advice should only be given by highly qualified individuals. We require our Family CFOs to have either a CPA, CFA, or CFP license to demonstrate our commitment to providing quality advice.
We provide comprehensive advice covering all areas of your financial life, and we understand that almost every financial decision has tax implications. We believe tax planning must be integrated into the entire wealth management process so you keep more of what you make.
We are 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.
Typically our clients are families that have accumulated $1M-$50M in net worth or are high income earners well on their way who are experiencing the same challenges around taxes, investing, insurance, and charitable planning.
The financial needs of families change substantially as net worth changes. This means it is important to work with a financial advisor that is specifically skilled in serving families similar to yours. Advisors who narrow their focus are able to concentrate on identifying, researching, and implementing the specific planning strategies that will be the most impactful to the families they serve. Our clients are families who have outgrown the simplistic model of many advisors that serve hundreds of clients at a time which limits their ability to provide detailed advice.
Our Family CFOs serve our clients through the following three service areas. Each of these areas must be coordinated to create a comprehensive and effective plan.
Comprehensive financial planning helps coordinate all areas of your financial life and ensures you take advantage of creative strategies to build the financial freedom you deserve.
Proactive tax planning helps you reduce the taxes you will pay over your lifetime so you keep more of what you make.
Investment management ensures the wealth you’ve already created is invested efficiently for long-term preservation and growth.
Welcome! Thank you for your interest in Prairiewood Wealth Management. I founded our firm in 2009 after seeing how the financial industry put the needs of investment firms ahead of your needs as individuals. My goal has been and always will be to put you first by serving you with our highly qualified team who is dedicated to your success.
