Everything we do begins with a conversation. On day one, clients gain access to a CERTIFIED FINANCIAL PLANNER™ professional, along with a dedicated Relationship Manager. Before providing any recommendations, our team will lead you through an in-depth conversation to gain a clear understanding of your personal goals and intentions. By working together, we can develop a customized plan to help you achieve your life’s ambitions.
About Us:
A Team-Based Approach
Our Core Values
Our values shape how we work with clients, colleagues, and our community. They are the foundation of our culture and reflect our commitment to stay true to who we are and how we serve.
High EQ
We cultivate emotional intelligence, fostering empathy, self-awareness, and strong relationships.
Ownership Mindset
We think like entrepreneurs, proactively tackling challenges, taking responsibility, and driving results.
Curiosity
We embrace a passion for learning, asking questions, and exploring new ideas to fuel growth.
We vs. Me
We value collective success over individual gain, building a culture of teamwork, trust, and collaboration.
A Curated Wealth Management Experience
When it comes to choosing a wealth manager, you deserve financial planning that is as dynamic as the life you lead. Our collaborative process is designed to help bring simplicity to an industry that can be complex. It is our mission to help you achieve your life’s ambition. Let us help you achieve yours!
We work with individuals and families both locally and nationally. We invite you to schedule a free session to help align your money with what you value most.
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Get the Planning You Deserve
Our goal is for you to gain clarity and confidence with your money. Executives, entrepreneurs, and professionals-alike rely on our team to deliver comprehensive planning and investment management services to them and their families. Contact us at (701) 248-7008 now to set up a complimentary discussion or fill out the form below.
Prime Capital Financial
Fargo, North Dakota
109 Roberts St N
Fargo, North Dakota 58102
Get to Know the Fargo Team
