Personal Wealth Management

PrairieView strives to give our clients confidence to make smart financial decisions
so they can relax and focus on doing what they enjoy most in life.

Highly Personalized

Financial planning is about helping people use wealth to achieve their personal goals. For planning to be meaningful,
we need to fully understand not only your financial situation but also your family and personal objectives and goals.

Teamwork Pays Dividends

Each member of PrairieView’s team knows the people they work with personally and professionally and we all work together to make sure every client’s financial, investment, tax, and estate planning needs are integrated.

Why We Do It Better

Our Story

The founding partners established PrairieView Partners to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worths between $1 million and $20 million – our target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.
Providing highly personalized, unbiased advice that is truly integrated across multiple disciplines is at the core of PrairieView’s business philosophy. Our goal is to serve as the central point of communication for our clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Interested in talking with someone at PrairieView?

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