Prairiewood Wealth Management
Prairiewood is a fiduciary, Fee-Only, independent wealth management firm, and we are committed to providing full-service investment management and financial planning to our clients. Because we believe a comprehensive approach to wealth management is necessary to help our clients reach their goals, 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, and insurance planning into the full wealth management process. We are committed to providing generational service so that we can be the last wealth management firm our clients will ever need.
Our clients are individuals and families who need comprehensive wealth management services, whose largest lifetime expense is taxes, and who value having an advisor who can plan and coordinate all areas of their financial life.
As an SEC registered investment advisory firm, Prairiewood works with clients regardless of location using virtual meetings or is happy to meet in-person with clients from the local area.
Our mission is to help each of our clients keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes.
To learn more about our firm, please visit our website at www.pw-wm.com
Advisors at this Office