Bison Wealth, Sarasota Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Bison Wealth, Sarasota is a financial services firm that aims to provide family-office‑style planning capabilities to its clients. Rooted in the vision of three core concepts—plan, protect, and prosper—the company focuses on delivering personalized strategies and platform support to help individuals manage legacy planning and advisory growth. Based in Sarasota, Florida, the firm presents itself as a resource for families seeking sophisticated tools and guidance traditionally associated with a family office, emphasizing long‑term wealth management and structured planning.

The business operates in a broader financial services landscape and has pursued growth through strategic partnerships and expanding its presence in major markets, including New York, as evidenced by leadership hires and collaboration announcements. While the company’s size is modest, its activity has included partnerships and asset‑oriented investments reported in recent years, indicating an effort to broaden client services and research capabilities within its advisory framework.

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