PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states.
The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million –
their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.
Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Company Details
- Employees
- 27
- Founded
- -
- Address
- 445 Minnesota St,
- Phone
- +1 651 2331100
- he****@****ers.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- prairieviewpartners.com
- Keywords
- investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management.
- HQ
- St Paul, Minnesota
Prairieview Partners Questions
Prairieview Partners's helpline number is +1 651 2331100
Prairieview Partners's website is prairieviewpartners.com
Prairieview Partners's LinkedIn profile is https://www.linkedin.com/company/prairieview-partners
Prairieview Partners has
27 employees.
View email and phone details for 27
employees at Prairieview Partners.
Prairieview Partners's industry is
Investment Management
Prairieview Partners's top competitors are
Blue Spruce Management, Llc,
Accredited Investors Wealth Management®,
Castle Rock Financial Planning,
Lido Advisors, Llc,
Stevens Foster Financial Advisors,
Professional Financial Management, Inc,
Modus Advisors,
Thrivent Asset Management,
Rsm Us Llp,
Vanguard.
Prairieview Partners's support email address is hello@prairieviewpartners.com
Prairieview Partners's categories are Investment Management
Prairieview Partners's founding year is 2008
