3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Primera Tower III
605 Crescent Executive Ct
Suite 104
Lake Mary, FL 32746
Bison Wealth’s QTR Team provides a holistic approach to managing your entire financial landscape. The team possesses a century of combined experience in helping clients navigate complex financial terrain, including finding exit strategies and establishing business valuations for business owners, establishing trusts and family foundations and managing portfolios of investments.
We serve family wealth clients in an evolved, holistic way. We state so with the name of our team: QTR Family Wealth, which stands for “Quality Time Remaining,” a philosophy for living out one’s life in a way that maximizes financial health, but most importantly enhances personal fulfillment and wellbeing.
We serve family wealth clients in an evolved, holistic way. We state so with the name of our team: QTR Family Wealth, which stands for “Quality Time Remaining,” a philosophy for living out one’s life in a way that maximizes financial health, but most importantly enhances personal fulfillment and wellbeing.
We serve family wealth clients in an evolved, holistic way. We state so with the name of our team: QTR Family Wealth, which stands for “Quality Time Remaining,” a philosophy for living out one’s life in a way that maximizes financial health, but most importantly enhances personal fulfillment and wellbeing.
They say change brings opportunity — to improve, to re-evaluate and to challenge the status quo. Change has brought our team many exciting opportunities over the years. Founded within Bank of America Investments in 2002, we experienced a complete transformation after the merger with Merrill Lynch in 2009. Now, the move to Bison Wealth is a positive change for our clients and our team; a shift in the paradigm that empowers us to take a more creative and results-oriented approach with our clients in an industry known to be slow to innovate.
We’re excited to launch Bison’s QTR Family Wealth Office — an independent practice, partnering with Fidelity Investments and Bison Wealth. We chose “Quality Time Remaining,” or QTR, as our name because time is a limited and precious resource. Both partners are incredibly aligned with our mission, governed by what is best for the client and can afford us incredible enhanced capabilities, efficiencies and the latest in innovation to serve.
For our clients, this means you have better options that are no longer tied to the internal bureaucracy and quotas within business units at big institutions. We can now serve you as a true fiduciary. Our vision is not short-term, stifled by managerial score cards or the next corporate earning cycle.
Life loves to throw curveballs, and having options is an important lifeline. If we don’t understand our best options when faced with challenges, we often won’t make the best decision. We’re here to give you the best options available, along with an unmatched client experience.
We open our doors and invite you to join the QTR client family.
Yours in Service,
Wes Hunter, Managing Partner and Private Wealth Advisor
The Bison, as seen in our logo, is an American icon known for its persistence and strength. It also stands for hope and good times to come. Like the American Bison, we foster the power in you to endure life’s tough terrain and accomplish many great things in your time here on earth.
About Bison: Founded by The Terry and Kim Pegula 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. 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.
QTR Family Wealth, LLC and Bison Wealth, LLC are not affiliated entities and do not offer tax or legal advice.
3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth is not affiliated with Metric Financial, LLC. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth, LLC does not offer tax or legal advice.
Investment adviser representatives affiliated with Metric Financial, LLC, a FINRA member broker-dealer, will earn commissions on certain investments. This presents a conflict of interest because the representative is incentivized to earn a commission. This conflict is mitigated, however, because you are not required to engage the IAR or Metric Financial, LLC to invest in securities. To the extent your IAR is affiliated with a broker-dealer, you may request copies of the Form CRS associated with the broker-dealer to better understand fees and services and how those fees and services differ from those provided by Bison Wealth, LLC. Any fees and/or commissions billed by Metric Financial, LLC are distinct from and in addition to fees billed by Bison Wealth, LLC.
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