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Our Services

Financial Planning

We help clients assess what they want and how to get there on a range of issues—from wills and trusts, to funding education and tax budgeting, to legacy and philanthropic planning.


We provide customized consulting services to help clients make informed decisions on a variety of issues, such as the acquisition or liquidation of major assets, or long-term healthcare and life insurance.

Investment Management

All investment decisions are based on a clear understanding of each client's goals, priorities and risk tolerance.

Bison Wealth Management, LLC is an independent, fee based Registered Investment Advisor. We focus on helping clients prepare for a secure and comfortable financial future. 

We do this by implementing the following process:

  • Analyzing client cash flows and net worth.
  • Identifying clients short term and long term goals and objectives.
  • Construction, implementation, and monitoring of investment portfolios tailored to clients risk aversion and investment horizon.
  • Quarterly reports and meetings to keep clients informed and up to date, identifying changes that may affect your, taxes, investments, and estate planning.*
  • We primarily develop diversified portfolios using growth and/or income producing stocks that are selected through fundamental and technical research.**

We may also use other low cost investment vehicles that include:

  • Stocks
  • Exchange Traded Funds (ETF's)
  • U.S. Treasury Bonds and Government Agency
  • Corporate Bonds
  • Municipal Bonds

*Bison Wealth Management, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

**Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that your investment will be profitable. Past performance is not a guide to future performance. The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions. Diversification does not assure profit or protect against loss.

How Much Do You Know About Investing?

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