We now have an open architecture across all service lines.  We cultivate valuable connections for you with a broad range of resources, so you always have options. Our hands are no longer tied to the corporate mandates that inhibited this approach.  We’re breaking down barriers in the way traditional wealth management advisors do business. You will reap the benefit, firsthand.

  • Prioritized wealth management
  • Annual goal-based planning and portfolio review
  • Balance sheet and cash flow planning
  • Regular client updates
  • Convenient client account portal
  • Coordination with other advisors – CPA, Attorney, Insurance Carrier
“When Wes and Chad announced they were moving to a new firm, of course my husband and I did our due diligence before moving our funds over with them. That said, our confidence in them and their team is such that it really wasn’t a tough decision to make. From day one, Chad and Wes have made it a point to really get to know us as people – beyond the obvious things like understanding the business we own or the fact that we have children going to college. Over the years not only have they done a fantastic job with our investment portfolio, they’ve connected us with CPA’s, benefits administrators and bankers that have helped optimize the performance of our business and our family’s overall financial wellbeing.” – Kristi, Business and Family Client since 2016

Our Services


  • Bespoke Private Equity & Hedge Fund Strategies
  • Equity & Fixed Income Strategies
  • Concentrated Stock
  • Managed Accounts

Business Solutions

  • Pre-liquidity Preparation
  • Sale & Acquisition Guidance
  • Valuation & Operational Guidance
  • Cash Management
  • Financing
  • Retirement Solutions
  • Succession Planning Advice & Guidance

Financial Planning

  • Tailored Financial Planning
  • Tax Management


  • Income Planning for Retirement Advice on Your Company Plan
  • Job Transition Planning

Cash Management

  • BillPay
  • Debit Cards
  • Checkbooks
  • Remote Check Deposit

Credit & Lending

  • Mortgages, Lines of Credit
  • HELOCs
  • Margin & Multiple Margin Lending
  • Non-Purpose Lending
  • Collateral Accounts

Trust & Estate

  • Trusts
  • Charitable Giving
  • Insurance
  • Philanthropic Giving


  • Life Insurance
  • Disability
  • Long-Term Care

Institutional Retirement Plans

  • 401(k)
  • 403(b)
  • Profit Sharing
  • ESOP
  • NQDC
  • Cash Balance

QTR Family Wealth, LLC and Bison Wealth, LLC are not affiliated entities and do not offer tax or legal advice.