Bison Wealth Services

Bison offers customizable wealth management, strategic financial planning, advisory and global family office services to our clients.

Our capabilities

Through gathering a deep understanding of our client’s needs, Bison Wealth offers best in class solutions to build a foundation for families looking to protect, plan and grow their legacy.

Wealth Management

Bison helps individuals and families maximize their wealth through carefully constructed portfolios designed to protect their wealth and prosper from market opportunities. We provide resources, expertise and personalized solutions to help investors achieve their goals.

Financial Planning and Advisory Services

Bison provides a centralized point for planning and communication to make sure investor’s plans are implemented accurately, functions correctly and is consistently monitored.

Virtual/Global Family Office Services

Bison develops customized servicing and access to help investors plan and transition for the future while monetizing their current interests.

Featured Location

Orlando, FL

QTR Family Wealth Group

Primera Tower III
605 Crescent Executive Court, Suite 104
Lake Mary, FL 32746

(407) 745-0715

More Locations

Atlanta, GA

1201 Peachtree Street NE
Suite 1950
Atlanta, GA 30361

(404) 841-2224

Lagrange, GA

201 Ridley Avenue
Suite A
LaGrange, GA 30240

(706) 756-1257

Kennesaw, GA

1300 Ridenour Blvd NW
Suite 221
Kennesaw, GA 30152

(678) 574-0080


532 Governor Morrison Street,
Suite 200
Charlotte, NC 28211

(704) 360-5060

Brevard, NC

100 Elks Club Road
Brevard, NC 28712

(828) 884-5600


532 Governor Morrison Street,
Suite 200
Charlotte, NC 28211

(704) 360-5060

Midtown Atlanta, GA

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Sea Island, GA

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