Every Bison Wealth Philadelphia client has a unique set of circumstances and financial journey.
A common thread among them is the trust they put in us.
Types of Clients We Work With
High income professionals building wealth who are seeking a clear path for long-term prosperity. They often are trying to balance busy schedules that include demanding careers and families. They seek our help to find the best ways to fund essential goals such as their funding their children’s education and their future retirement, while enjoying their desired lifestyle today.
Individuals and families with accumulated wealth who have worked hard to achieve a desirable financial standing and are enjoying life. Some are seeking to shape a lasting and meaningful legacy for their children, grandchildren and community. We help these clients judiciously protect their wealth while advising them on the best ways to fulfill their desired impact in the world today.
Entrepreneurs and business owners for whom each strategic business decision ripples through to their personal wealth picture. We help these clients through all stages of their business ownership which can include wealth management for the executive team, retirement plan services, and strategic guidance for a future liquidity event. After a liquidity event, we work very closely with them, guiding them to soft landing during their next phase of life.
Individuals with retirement on the horizon who seek to determine if they have enough money for their desired lifestyle and longevity. Historically they may have historically managed their own money. Though now, with an accumulation of wealth, that can include large retirement plan balances, they recognize the need for professional money management and financial guidance.
Suddenly single women, whether through loss of spouse or divorce, who are faced with making important financial decisions including how to manage money so that they live the life they envision for themselves and those they care about. These clients rely on us as a trusted and objective sounding board during this emotionally charged time in their lives.
Nonprofit foundations with boards and finance committees who are now ready for professional money management. We work with these organizations to establish and implement an investment program that aligns with short- and long-term finance objectives including funding operations as well as major initiatives.