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Prairiewood Wealth Management

Prairiewood Wealth Management Email Formats

Financial ServicesFlag of USFargo, North Dakota, United States1-10 Employees

Prairiewood Wealth Management Email Formats

Prairiewood Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@pw-wm.com), used 62.5% of the time.

FormatExamplePercentage
{first initial}
j@pw-wm.com
62.5%
{first name}
john@pw-wm.com
37.5%

Key Contact at Prairiewood Wealth Management

Flag of US

Steven Nelson

Founder

Company overview

Headquarters3175 Sienna Dr S, Suite 100, Fargo, North Dakota 58104, US
Phone number+17012340521
Website
NAICS52
SIC874
Founded2009
Employees1-10
Socials

About Prairiewood Wealth Management

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
Entry
C-Suite

Employees by Department

Prairiewood Wealth Management has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Prairiewood Wealth Management has never raised funding before.

Prairiewood Wealth Management Tech Stack

Discover the technologies and tools that power Prairiewood Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Swiper

Swiper

JavaScript libraries

Animate.css

Animate.css

UI frameworks

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Bluehost

Bluehost

Hosting

WordPress

WordPress

Blogs

Divi

Divi

Page builders

Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Prairiewood Wealth Management is located in Fargo, North Dakota, US.
You can reach Prairiewood Wealth Management at +17012340521.
Prairiewood Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Prairiewood Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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