About Us
The Client Experience
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.
Bison Wealth Management has the experience to offer clients a breadth of services.
Pomeroy Smith II
Managing Director
Pomeroy Smith II began his career in the financial services industry in 1994. Pomeroy graduated from Texas Christian University, Neeley School of Business with a B.A. in Business Management. Shortly after graduating he received his Series 7 license and became a securities trader and later a broker for May Financial Corporation in Dallas, Texas. Pomeroy left May Financial Corporation in 2008 to manage his families business interests.
Pomeroy returned to Dallas in June 2016, secured his Series 65 license as a Registered Investment Advisor, and founded Pathway Wealth Management, LLC. In 2018, Pomeroy founded Bison Wealth Management, LLC.
In his off time Pomeroy enjoys skiing, tennis and golf.
Client Centered
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.