3838 Oak Lawn Avenue
Since 2018, Bison Wealth Management has provided customized wealth management and comprehensive financial advisory solutions to individuals, families, business owners and institutions.
Our approach working with clients is to build a relationship based on trust and mutually agreed upon goals. We will listen to you, ask the right questions, and listen again. Our conversations with our clients are ongoing. We are independent Investment Advisor Representatives/money managers and we invest alongside our clients.
Bison Wealth Management has the experience to offer clients a breadth of services.
Pomeroy Smith II began his career in the financial services industry in 1994. Shortly after graduating from Texas Christian University with a B.A. in Business Administration in Entrepreneurial Management, he became a securities trader for May Financial Corporation in Dallas, Texas. Previously, he worked in retail brokerage and managed individual accounts of upwards of ten million dollars. Pomeroy left May Financial in 1992 to pursue investment opportunities with contract water and wastewater services companies, and then with veterinary telemedicine services companies. In 2000, he joined Petrays/Horizon Radiology, a veterinary and human teleradiology services company, based in Spring, Texas, as an Operations Manager.
Pomeroy returned to Dallas in June 2016, secured his Series 65 license as an Investment Advisor Representative, and founded Pathway Wealth Management, LLC. In 2018, Pomeroy founded Bison Wealth Management, LLC.
An avid skier, Pomeroy enjoys skiing the double blacks at Taos. He is committed to building long-term relationships with his clients. “I think of my clients as friends and family.”
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.