Reduce Taxes | Grow Wealth | Create a Legacy
It's more than a tagline. Our mission and everything we do is designed 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.
Our Services
• We act as a family CFO for our clients by coordinating each of the following areas:
- Investment management.
- Tax planning.
- Estate planning.
- Insurance planning.
- Charitable giving.
• We include one of our in-house CPAs in the ongoing planning process and utilize our professional network of estate and insurance professionals to integrate detailed tax, estate, insurance, and charitable giving planning into the full wealth management process.
Our Clients
• Individuals and families:
- That need a coordinated plan across all facets of their financial life.
- Whose largest lifetime expense is taxes.
• We are specifically focused on the strategies that are most beneficial to families that have between $1M-$50M in net worth.
Our Firm
• We are an SEC registered, fiduciary, fee-only, independent wealth management firm.
• We are located in Fargo, North Dakota and we serve clients both from the local area and throughout the United States.
• Please visit us at our website www.pw-wm.com.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 3175 Sienna Dr S,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pw-wm.com
- Keywords
- Fargo.
- HQ
- Fargo, North Dakota
Prairiewood Wealth Management Questions
Prairiewood Wealth Management's website is http://www.pw-wm.com
Prairiewood Wealth Management's LinkedIn profile is https://www.linkedin.com/company/prairiewood-wealth-management
Prairiewood Wealth Management has
8 employees.
View email and phone details for 8
employees at Prairiewood Wealth Management.
Prairiewood Wealth Management's industry is
Financial Services
Prairiewood Wealth Management's top competitors are
Bercom International Llc,
Eventide Senior Living Communities,
Bartlett Idea Co.,
Eagleridge Companies,
The Scheel Investment Fund,
Fargo Patent & Business Law,
Ascendant Capital,
Van Markl Investment Management,
Advertise Edge,
Legacy Wealth Management.
Prairiewood Wealth Management's categories are Financial Services
Prairiewood Wealth Management's founding year is 2009
