As our clients are aware, we have transitioned out of Morgan Stanley Wealth Management and into the independent space. Through a strategic partnership with Sanctuary Wealth, we’ve launched PrairieFire Wealth Planning as an independent firm with a robust infrastructure.
While all of our clients will enjoy the same services and experiences we have always delivered, we will now be able to offer a wider range of strategies with a greater degree of customization.
As part of this transition, we’ve been able to realize a long-standing vision of ours to deliver a more personalized experience, and to implement a singular discovery process built out of our own experiences helping clients achieve goals of a deeper significance. We’ve marked the milestone with a refreshed brand and a new website, and we encourage you to explore its contents to learn more.
We’re very much looking forward to sitting down with each of our clients to introduce them to the benefits and opportunities available to them through this transition.