Our Offering
Wealth Strategies. Investment Management. Business Services.
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Wealth Strategies
Bison Wealth Philadelphia provides wealth strategies that empower you to make the very best decisions.
From the simple to the complex, we stand ready to serve you.
Whether it’s determining the best way to exercise stock options, transition to retirement, or leave an impactful legacy, we provide the expertise to help you make decisions that fit with the entire context of your life. Our approach includes collaborating and coordinating with your tax advisor, attorney, and other advisors.
We leverage our intellectual capital with a network of specialists.
Our 20 years of serving affluent clients has afforded us a level of experience and knowledge that we share with each and every client. As needed, we tap into our trusted network of specialists to find the best suited professional for your needs.
Wealth Strategies We Advise On
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Investment Management
Tapping into Bison Wealth’s robust open architecture of investments, we design a thoughtful customized portfolio for each client that follows a consistent investment philosophy.
Integrated
We develop an investment strategy and construct a custom portfolio that will align with your goals and evolve throughout the course of your life. In doing so, we consider a suite of factors: your appetite and tolerance for risk, liquidity needs for major purchases or other investments, income needs, and your tax situation.
Tax Intelligent
We are keenly aware of the importance of minimizing taxes to our clients, and consider the appropriateness of these strategies for your specific situation:
- Offsetting taxable gains with losses when appropriate opportunities arise
- Using tax-advantaged and tax-exempt investments when it makes sense
- Aligning taxable investments with the most tax-friendly accounts whenever possible
Control Risk
We take a highly disciplined investment approach to controlling risk and maximizing overall portfolio return that includes portfolio diversification to align with your risk/return profile over the long term. Further, the portfolios we design are intended to sustain all types of market environments.
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Business Services
We can contribute to the financial health of your business in a myriad of ways that position your business for the future you choose.
Corporate Retirement Plans: Design and Management
Many business owners view company-sponsored retirement plans as an important benefit to attract and retain talent while simultaneously providing tax advantages to their business. We consult on the design and management of such plans.
Business Consulting and Planning
Our wealth management clients who are business owners enjoy the added benefit of strategic guidance to achieve their business goals, which can include exit planning. Because we understand your personal wealth picture as well as the dynamics of your business, we’re uniquely able to help you with these important areas:
- Financial management
- Business valuation
- Business succession
- Business sale