Prairiewood Wealth Management

Prairiewood Wealth Management serves individual and high‑net‑worth clients — generally those with net worths between $1 million and $50 million and families earning over $300,000 — offering discretionary wealth management that includes financial planning, tax planning, and investment management. The firm is an independent, fee‑only fiduciary and reports managing about $365 million for a few hundred client relationships with a small team of advisors.

The firm’s investment approach is long‑term and value‑oriented, emphasizing fundamental analysis with quantitative screening for earnings yield and return on capital; portfolios are typically built from individual equities, ETFs, and mutual funds with a focus on tax efficiency and appropriate diversification. Prairiewood also manages held‑away retirement and HSA assets through a third‑party platform and discloses the use of low‑cost, fundamentally weighted and market‑cap index funds where appropriate.

Compared with many peers, Prairiewood’s brochure discloses several less common features: it advertises third‑party ratings alongside its CRD information, discloses recommendations of private placements and hedge funds that may employ leverage, and indicates use of derivatives within separately managed account strategies. The firm also provides ancillary services to a subset of clients — including tax return preparation, payroll support, and optional estate‑planning software access — and emphasizes a small‑cap equity allocation and regular quarterly rebalancing when using individually selected stocks.