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.
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.