Business Transition and Exit Planning
Despite high intention, less than half of those looking to sell a business have a formal plan or a team in place to guide the sale.
Prairie View Wealth Partners was founded with a clear intention: to build a firm where every detail of the client experience is thoughtfully designed around what truly matters.
With a combined 70 years of experience across wealth management and tax planning, our founding team brings a depth of expertise shaped by decades of experience serving high-net-worth and ultra-high-net-worth clients.
Our philosophy draws inspiration from leading hospitality organizations with a commitment to serving the whole person, not just their financial questions, and going beyond portfolios to address the broader financial and life priorities of our clients.
Integrated tax strategy and investment management
We envisioned a firm where advice is fully integrated, where tax strategy and investment management work seamlessly together, and where depth of relationships define the experience.
We launched Prairie View Wealth Partners in April of 2026 and immediately began garnering interest across the financial reporting community:
Prairie View Wealth Partners Launches in Sioux Falls, South Dakota
Breakaway Team From First National Bank Launch RIA
$10B South Dakota advisory team breaks from bank to launch RIA
With no ownership prospects, bank advisors leave to form RIA
$10B Bank Team Advisors Break Out to Form RIA Prairie View
New firm focuses on tax planning, investment selection, and client experience.
Most importantly, we wanted to create a place where clients work directly with owners—professionals who are personally invested in the outcomes they help shape.
Today, we partner with individuals and families across the country—builders who are designing careers, growing businesses, and shaping long-term legacies.
Our Story
Maximize Wealth. Minimize Complexity.
Get in touch today and let’s get started.
Tax- and Retirement-Related Planning Timeline
Our quick-reference timeline outlines the milestone ages that trigger these tax-saving opportunities and important dates that may help you minimize taxes and maximize income.
Tax Planning is Financial Planning
Tax planning is an ongoing core component of your overall financial plan, the cornerstone that keeps decisions connected, and the missing link that transforms a collection of assets and financial accounts into a cohesive strategy.
Tax Law Changes: What’s New in 2026?
Key provisions under the One Big Beautiful Bill Act (OBBBA) and Secure 2.0 Act beginning or increasing in 2026 could have a significant impact on your financial plan.