Bison Wealth
21800 Haggerty Rd, Suite 102
Northville, MI 48167
Your Financial Team Captain for Objective, Family-Centered Wealth Management
Bison Wealth Detroit acts as your team captain to provide a clear path to achieving your unique financial goals. With our family office approach, you get personalized guidance and comprehensive financial planning tailored to support your legacy.
You need a wealth management partner you can trust.
But there's a problem...
Finding an advisor with the right expertise and values is challenging.
You need a team captain that puts your goals first and provides holistic guidance.
You can’t afford generic solutions that don’t address your unique needs.
You need the confidence of working with a fiduciary who acts solely in your best interests.
A Financial Partner You Can Rely On
When you work with Bison Wealth Detroit, you gain the peace of mind that comes from a partner dedicated to your financial well-being. As your Team Captain, we’ll coordinate all aspects of your financial well-being as we prioritize transparency, objectivity — and a personalized approach across every facet of wealth management. And our “family office” approach means you get white-glove service at a reasonable cost.
WHITEPAPER
Not Sure What to Look for When Selecting or Evaluating an Advisor?
Our Proven Process
With Bison Wealth Detroit, you’re not just a client — you’re a valued partner. We combine expert insights, thorough planning, and a fiduciary commitment to ensure your financial strategy is as unique as your goals.
Articulated Goals and Priorities
We begin with you—your goals, values, and priorities. Through meaningful conversations, we uncover what truly matters and define a clear vision for your financial future.
Thorough Analysis and Planning
With your vision in mind, we conduct an in-depth analysis of your current financial landscape. From retirement and tax strategies to estate and investment planning, we craft a tailored, actionable plan to achieve your objectives.
Maintain and Adjust the Plan
Your journey doesn’t end with a plan—it’s just the beginning. Life evolves, and so do your financial needs. We actively monitor and adjust your plan, ensuring it aligns with changing markets and life stages.
Ongoing Support
We remain actively engaged, adjusting your plan to navigate changing markets and life stages.
Our Services
Our unique service approach combines holistic financial strategies with personalized attention, ensuring that every aspect of your wealth is aligned with your goals and optimized for long-term success while offering continuous support through life’s changes. As your Team Captain, we’ll bring together strategic advisors across several areas, and hold them accountable to your success.
Retirement Planning
Enjoy financial security in retirement with a plan crafted around your lifestyle goals.
Tax Planning & Mitigation
Reduce your tax burden while maximizing growth through strategic planning.
Legacy & Estate Planning
Protect your legacy and ensure your wealth is passed on efficiently.
Investment Management
Achieve your goals with portfolios tailored to your risk tolerance and timeline.
Insurance Solutions
Safeguard against life’s uncertainties with customized insurance strategies.
Why Bison Wealth Detroit?
Expertise You Can Trust
With decades of experience, Bison Wealth Detroit is a dedicated guide for those focused on securing and growing their wealth. Our team operates with transparency and objectivity, offering evidence-based financial guidance.
Comprehensive Family Office Approach
Bison Wealth Detroit's family office model makes high-level wealth management accessible to clients who seek holistic financial support, traditionally reserved for ultra-high-net-worth families.
Client-First Commitment
As a fiduciary, we prioritize your financial well-being over product sales. We work on your behalf, coordinating with specialists to ensure your wealth strategy remains centered on your unique needs.
Wealth Resources
The Wealth Resources section offers practical information to support your financial journey. Here, you’ll find an insightful blog, answers to common financial FAQs, and a detailed glossary of terms to help clarify complex financial concepts.
