Plan, Protect & Prosper

Bison Wealth

“Helping individuals and families build a lasting legacy.”

Plan, Protect & Prosper

Bison Wealth

“Helping individuals and families build a lasting legacy.”

Our Mission

Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them. We will execute this plan by utilizing best in class investment solutions and cutting edge technology to keep each client involved and informed at every step of the process.

About Bison

Bison is a boutique of independent investment advisors that seeks to deliver a superior, differentiated client experience. Our advisors benefit from industry leading technology, investment solutions, compliance and client support, enabling them to deliver an unparalleled level of service to their clients.

Created by a multi-billion-dollar family office, Bison has the patient capital to build and maintain infrastructure and provide resources to advisors seeking to grow their business through acquisition or monetize their business, all while seamlessly transitioning clients to the next generation of advisors.

Core Offerings

Wealth Management

Combining our experience and expertise with your financial needs to deliver a personalized solution to meet your goals.

Strategic Planning & Advice

Planning designed to deliver peace of mind that your wealth is working for you.

Family Office & Institutional Services

Complex planning and advice serving select families and institutions