5963 Caruth Haven Ln.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Bison Wealth Management LLC was founded in 2018. Pomeroy Smith II is a seasoned investment advisor whose priority is to help clients build their wealth to secure a comfortable future.
Our on-going investment process utilizes analysis of your cash flows and net worth to prepare and implement a customized portfolio that is continually monitored and adjusted based on our clients long term objectives.
We listen to our clients, identify their goals and risk tolerances to build an investment portfolio suited to their time horizon. We guide our clients through the the numerous financial phases in life, to secure a comfortable lifestyle.
Our business is built on a foundation of thoughtful client relationships.
Our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. We can help take the mystery out of preparing for today and tomorrow.