Clarity. Confidence. Legacy.
Personalized Wealth Management for Every Stage of Life.
At Bison Wealth Sarasota, we help individuals and families build, preserve, and transfer wealth through personalized financial strategies and disciplined investment guidance.
Who We Serve
Tailored Planning For Real Lives
Individuals Planning for Retirement
Families Focused on Multigenerational Wealth
Business Owners Seeking Exit Strategies
Our Services
A Comprehensive Approach to Wealth Management
Financial Planning
- Retirement income strategy
- Cash flow projections
- Goal-based planning
Investment Management
- Customized portfolios
- Direct Access to alternative investments
- Tax-efficient asset allocation
Tax & Estate Planning
- Multi-generational planning
- Legacy & philanthropic planning
Risk Management
- Insurance analysis
- Long-term care solutions
Concierge Family Office Services
- Business succession
- Art, real estate, and special asset guidance
Our Process
What to Expect
We believe financial planning should be purposeful, personalized, and proactive. Here’s what working with us looks like.
Discovery & Investment Planning
Goal: Understand your values, lifestyle, goals, and financial landscape
What You Can Expect:
- Strategic wealth planning session
- Discussion of your priorities and legacy intentions
- Compatibility check to ensure we're the right fit
Advanced Planning & Professional Network
Goal: Get a complete picture of your financial world & develop a coordinated, goals-based wealth plan
What We Deliver:
- Personalized financial roadmap
- Investment strategy proposal
- Estate, tax, and risk mitigation strategies
Ongoing Review & Life Update
Goal: Keep the plan aligned with life
What it Includes:
- Regular performance and goal reviews
- Life event planning (retirement, liquidity events, inheritance, etc.)
- Proactive tax and legislative updates
- Next-Gen Engagement: Preparing your heirs through coaching and legacy planning
Why Bison?
Trusted Guidance. Proven Process.
Fiduciary, fee-based advisors
Custom portfolio strategies
In-house investment team
Transparent communication
Multigenerational planning expertise
