Prairiewood Wealth Management is a fee-only, independent Registered Investment Adviser. Prairiewood provides wealth management services to a select number of families in the Red River Valley. As a Registered Investment Adviser, Prairiewood is a fiduciary acting only in the best interests of our clients.
Acting in the best interests of our clients begins by understanding what each client's interests are. That's why at Prairiewood, we take the time to develop a relationship with our clients which leads to an understanding of their interests, values, and goals. Knowing this, we are able to develop a holistic plan tailored to each client's individual needs.
Acting in the best interests of our clients begins by understanding what each client's interests are. That's why at Prairiewood, we take the time to develop a relationship with our clients which leads to an understanding of their interests, values, and goals. Knowing this, we are able to develop a holistic plan tailored to each client's individual needs.
Services
Steven Nelson has over 15 years of financial services industry experience, including 10 years at Ernst & Young, LLP where he previously was a Senior Manager in the Financial Services Risk Management group. He provided advisory services to Banks, Insurance Companies, Asset Managers and Hedge Fund clients from the Minneapolis, New York City, and Zurich, Switzerland offices.
Our investment management process begins by crafting an investment plan for each client based on their risk tolerance, time horizon, and goals. While each portfolio will include multiple asset classes (stocks, bonds, real estate, etc.), the guiding principle that is evident throughout is that we are value investors.
At Prairiewood, we understand that both identifying appropriate financial strategies as well as implementing them can be challenging. Let's face it, doing anything for the first time is typically more difficult than doing it the second time. Prairiewood has gone through the process with each of our clients, and we have gained the experience to guide you as you put the pieces of your financial puzzle into place.
Reviews
Be the first to review Prairiewood Wealth Mgmt.
Write a Review