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.
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.
Services
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.
We are continually seeking new strategies and solutions to better help our clients achieve their objectives, whether they are focused on retirement and saving for college, or asset protection and leaving a legacy. Bison Wealth Management offers clients comprehensive wealth management which includes financial counsel, trustee services, and personal affairs management.
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.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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