Welcome to Bison Creek

Where we believe in building trust with clients through our service, transparency and solid investment processes.

Bison Creek was Founded on Trust and Total Accountability

We Invest With Purpose

Since 2009, Our CIO Jeff W Bruce, has been creating investment strategies, programs, and portfolios to meet long-term financial goals. We build strategies for growth, risk management, and market volatility to help individuals and businesses that go beyond the cookie cutter plans by other investment managers. We create cohesiveness across key foundational areas of your financial situation. Have questions about investments, retirement, and/or estate planning? Or perhaps you just want a second opinion about your financial and investment planning strategy. One of our credentialed professionals would be glad to schedule a strategy session.

Use a Proven Approach

We Invest With Purpose

We start by clarifying our fee structure and explaining the different ways we work together. Then we begin an in-depth assessment of your needs, goals, values, interests, apprehensions, and risk tolerance. Then we create and recommend a customized, goal-based investment strategy designed to meet your risk tolerance and long-term objectives. Our customized investment portfolios are strategies for growth, risk management and surviving market volatility. Your goals are the foundation for this customized portfolio comprising passive and active solutions. We provide the clarity and wisdom you need to take action confidently.

Why Choose Us?

We Invest With Purpose

Why Choose Us?

Our team is comprised of people with different areas of finance experience and expertise, but we all have this in common: a commitment to ethics and integrity. We provide personalized service and objective advice. We are all fully licensed and credentialed and you can count on transparent, unbiased recommendations and impartial guidance. We employ a fee-sensitive, open-architecture approach to management selection without placement fees or rebates from investments we recommend. Your goals are the foundation of the planning process and we are dedicated to serving your needs.

We help protect your most important Asset: TIME

Sophisticated Guidance Across Your Unique Wealth Needs

Wealth Strategy & Liquidity Planning

Custom roadmap process for sophisticated wealth planning and portfolios comprising passive and active solutions.

Boutique Family Office Services

Unify your needs of private wealth management, goals-based financial planning, tax strategy, estate planning, liquidity and exit planning, trust services, philanthropic planning, family governance, and lifestyle concierge.

Endowment and Institutional Asset Management

Navigate complex markets to help your organization fulfill its mission and meet spending policy requirements

Goals-Based Planning & Investing

Differentiating Strategies for tax-efficient portfolios

Retirement Income & Cash Flow Strategies

Seeks to ensure financial independence. Maintain your lifestyle, family expenses, and liquidity reserve.

College Fund Planning & Management

Evaluate your college financial planning options and sort through many of the financial considerations

Welcome to Bison Creek

Bison Creek was Founded on Trust and Total Accountability

We Invest With Purpose

We Invest With Purpose

We Invest With Purpose

Use a Proven Approach

We Invest With Purpose

We Invest With Purpose

Why Choose Us?

We Invest With Purpose

Why Choose Us?

We help protect your most important Asset: TIME

Sophisticated Guidance Across Your Unique Wealth Needs

Wealth Strategy & Liquidity Planning

Boutique Family Office Services

Endowment and Institutional Asset Management

Goals-Based Planning & Investing

Retirement Income & Cash Flow Strategies

College Fund Planning & Management

Tax Strategy & Planning

Estate Planning, Trusts & Philanthropy

Lifestyle & Wellness Money Management Strategies

Contact Us

Get Started Today

Bison Creek Wealth Management

Hours