Bison Wealth Management

Who we are

Bison Wealth Management is a team of experienced financial professionals led by Pomeroy Smith II. We are a Registered Investment Advisor (RIA) dedicated to providing personalized wealth management and comprehensive financial advisory services to individuals, families, business owners, and institutions. With over 20 years of experience in the financial services industry, we have the knowledge and expertise to help you achieve your unique financial goals.

What we do

We offer a wide range of services to meet your individual needs, including:

Retirement Planning

• Comprehensive analysis of your retirement accounts and investments
• Development of a personalized retirement savings and withdrawal strategy
• Guidance on maximizing your employer-sponsored plans
• Strategies for managing market volatility and risks

Investment Planning

• Goal-based investment strategies tailored to your risk tolerance and financial goals
• Implementation of a diversified portfolio based on your individual needs
• Regular review and rebalancing of your investments to maintain alignment with your goals

Wealth Management

• Comprehensive review of your financial situation and goals
• Development of a personalized financial plan
• Implementation of strategies to reduce debt, build wealth, and achieve your financial goals
• Ongoing monitoring and adjustments to your plan

Additional services

• Risk management and insurance planning
• Estate planning and trust services
• Tax optimization strategies
• Financial planning for small businesses

Why choose Bison Wealth Management?

• Client-centered approach: We take the time to understand your unique needs, goals, and concerns to develop a customized plan that works for you.
• Transparency and communication: We provide clear and concise explanations of our process, fees, and expectations.
• Experience and expertise: Our team has extensive experience in all aspects of wealth management.
• Commitment to ongoing service: We work with you regularly to monitor your plan and make necessary adjustments as your needs and goals evolve.

Our values

Trust, honesty, and integrity are the core values that underpin our business. We believe in building relationships based on trust and open communication. We are committed to acting in your best interests and upholding the highest ethical standards.