Prairiewood Wealth Management
3981 4th Street East, West Fargo, North Dakota 58078
About the Prairiewood Wealth Management
Prairiewood Wealth Management is a fiduciary, fee-only, and independent financial advisory firm located in West Fargo, North Dakota. Serving clients in the Fargo-Moorhead area and nationwide, we specialize in providing comprehensive wealth management services for individuals and families whose largest lifetime expense is taxes. Our services include full-service investment management, integrated estate, insurance, and charitable planning, as well as proactive tax strategies. Our mission is to help you maximize your wealth, create a lasting legacy, and navigate the complexities of financial planning. As your Family Chief Financial Officer (CFO), we listen to your needs, guide you through financial decisions, and ensure your family's finances are well managed for the future. Our firm is built on six principles that prioritize your best interests, including being a fiduciary, fee-only, and fully independent. With a team of highly qualified advisors, we offer comprehensive financial planning, proactive tax strategies, and efficient investment management to help you achieve financial freedom. Thank you for considering Prairiewood Wealth Management for your financial needs.
Photos of Prairiewood Wealth Management
3981 4th St E, West Fargo, ND 58078, United States
Opening hours of Prairiewood Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Prairiewood Wealth Management
"I was a client of Steve and Nathan’s for nearly four years and truly appreciated the advice that they provided through a variety of life events. Originally a traditional investment management arrangement, our relationship expanded to include tax planning and preparation and guidance with respect to a move, home improvements, college planning and more. The only reason my wife and I decided to move to a different advisor was the fact that we physically moved to another state and couldn’t get together face-to-face any longer. Absent that, nothing would’ve changed and I’d absolutely recommend them to anyone considering their services."
"I have learned about different aspects of finances through your podcasts. You have given me several things to think about, several of which I have never heard before. It has caused us to make some adjustments in how we do things."
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