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Wealth Management

Wealth Transition

Your Assets, Your Decisions

If there were no limitations on what you could do with your assets, what would you do? With our knowledge and experience, our professionals can help you create a plan to achieve your financial goals.




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Succession Planning

What are the Benefits of Early Succession Planning?

Transferring your wealth can be overwhelming. Many clients ask, "How can I make sure I am successful in transferring my wealth?" Let us help you through the process.


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Financial Services

Planning is Key to Future Financial Independence

Take steps now to develop and monitor a financial plan that will help ensure your financial objectives can be met now and in the future.



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Business Valuation

Understand the Value of Your Business

For many business owners, the value of their company represents a considerable portion of their overall assets. Our professionals have the knowledge and experience to properly determine the value of your business, which is the cornerstone of all wealth management planning strategies.

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Wealth Management Professionals


NameLocationPhoneE-MailProfile
Kelley, BradFargo, ND701.476.8759bkelley@eidebailly.comView
Flanagan, ChadFargo, ND701.239.8587cflanagan@eidebailly.comView
Zaudtke, DavidMinneapolis, MN612.253.6536dzaudtke@eidebailly.comView
Johnson, RamonaFargo, ND701.239.8647rkjohnson@eidebailly.comView
Schmaltz, WayneBoise, ID701.239.8514wschmaltz@eidebailly.comView

Office Locations

Eide Bailly Locations

Serving clients from
19 locations; find
an office nearest you.



What We Do
Who We Are

Our Wealth Management team brings together professionals from a variety of disciplines—tax advisors, estate planners, business advisors, financial advisors and valuation analysts—to provide a well-rounded perspective of wealth management. These seasoned professionals offer comprehensive knowledge, objective insights and valuable services. We work closely with our clients to develop tax and financial strategies that will help accomplish their personal, business and charitable objectives and plan for their wealth in a holistic manner.

What Our Clients Say

"As a third-generation president of our family-owned business, I'm especially aware of the importance of proper estate planning and gifting. I rely on Eide Bailly to provide an accurate valuation which helps us stay informed on the status of our business."

Shannon McQuade, President
McQuade Distributing

David Zaudtke

Director of Wealth Management 

877.355.8525