3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
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.
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.
Bison provides a centralized point for planning and communication to make sure investor’s plans are implemented accurately, functions correctly and is consistently monitored.
Bison develops customized servicing and access to help investors plan and transition for the future while monetizing their current interests.
QTR Family Wealth Group
Primera Tower III
605 Crescent Executive Court, Suite 104
Lake Mary, FL 32746
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., More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. 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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