Reduce Taxes | Grow Wealth | Create a Legacy It's more than a tagline. Our mission and everything we do is designed to help you keep more of what you make, make more with what you have, and create a legacy that will last beyond your lifetime. Our Services • We act as a family CFO for our clients by coordinating each of the following areas: - Investment management. - Tax planning. - Estate planning. - Insurance planning. - Charitable giving. • We include one of our in-house CPAs in the ongoing planning process and utilize our professional network of estate and insurance professionals to integrate detailed tax, estate, insurance, and charitable giving planning into the full wealth management process. Our Clients • Individuals and families: - That need a coordinated plan across all facets of their financial life. - Whose largest lifetime expense is taxes. • We are specifically focused on the strategies that are most beneficial to families that have between $1M-$50M in net worth. Our Firm • We are an SEC registered, fiduciary, fee-only, independent wealth management firm. • We are located in Fargo, North Dakota and we serve clients both from the local area and throughout the United States. • Please visit us at our website www.pw-wm.com.
