How does being a wealth manager differentiate PrairieView Partners?
True wealth management, as we define it, is frequently offered but rarely executed in a meaningful way. As wealth managers we take a holistic approach to developing your financial plan. Many in our industry will make the same claim, but are they actually equipped to deliver on this promise? Every client of PrairieView is connected to a team of partners. At each review meeting you are seated with your investment manager, your CPA, a tax and estate attorney, and a Certified Financial Planner. These functions are not outsourced to third parties and our clients are not “assigned” to less-experienced para-planners. Because we know our clients so well, we are in an excellent position to integrate every aspect of their planning needs.
