Plan, Protect & Prosper
Bison Wealth
Helping individuals and families build a lasting legacy
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Our Mission
Bison Wealth strives to create a wealth plan for each family that meets their individual needs based on our ability to listen first and capture what matters most to them. We execute this plan by utilizing dynamic investment solutions, competitive technology and innovative tax planning strategies tailored to meet each clients’ particular goals.
About Bison
Bison is a boutique wealth management firm that seeks to deliver a valuable, differentiated client experience. Our advisors utilize notable technology, investment solutions, compliance and client support, with the goal of enabling them to deliver an unparalleled level of service to their clients.
Created by a multi-billion-dollar family office, Bison understands the needs of wealthy families and strives to bring that same level of knowledge and resources to families of all sizes.
Core Offerings
Through gathering a deep understanding of our client’s needs, Bison Wealth offers valuable solutions to build a foundation for families looking to protect, plan and grow their legacy.
Planning
We understand our clients’ individual needs and focus on delivering the best possible service to help them meet their objectives now and in the future.
Investments
Our team of industry experts has a wealth of experience, allowing us to craft bespoke solutions to meet each family’s individual goals.
Innovation & Family Office
Our capabilities allow us to take on multifaceted challenges, act on new opportunities and continually evolve our offerings.