A complete list of active advisors currently associated with Prairiewood Wealth Management

Warmer can help you find a great advisor at Prairiewood Wealth Management or one who fits your needs even better.

Prairiewood Wealth Management provides fee‑only wealth management and financial planning services to individuals and families, focusing primarily on clients with net worths between $1 million and $50 million and families earning above $300,000 annually. Services described in the brochure include comprehensive financial planning, tax planning and preparation, investment management (on a discretionary basis), payroll support for select clients, and optional access to estate‑planning software. The firm describes a long‑term, value‑oriented investment approach that emphasizes fundamental analysis and tax efficiency, building portfolios from individual equities, ETFs and mutual funds and, for some accounts, a concentrated ~25‑stock US equity sleeve alongside indexed funds. Portfolios are actively monitored and rebalanced quarterly, and the disclosure notes use of small‑cap securities and access to alternative investments (including private placements and hedge funds), with related risks from leverage and potential use of derivatives in managed accounts. Distinctive features highlighted in the brochure include that Prairiewood manages portfolios for other registered advisers and connects held‑away retirement and HSA accounts via a third‑party platform for monitoring, and that it directs readers to third‑party information sources (for example, the SEC’s adviserinfo site with its CRD number) and documents professional credentials and industry recognitions for its team. The firm’s combination of in‑house tax preparation and payroll services, formal estate‑planning software access, and disclosures about alternative strategies and managed‑account derivatives distinguish it from many peers.

To learn more about the advisors currently working at Prairiewood Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.