Network·Family Office
SEC CRD #801-121632
Investments - Bison Creek Wealth Management Bison Creek Wealth Management Home How We Manage Assets About Us Client Login Financial Planning Welcome to Bison Creek Welcome to Bison Creek Welcome to Bison Creek 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 We Invest With Purpose 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 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 toleranc
JEFFERY WAYNE BRUCE
PRESIDENT AND CHEIF COMPLIANCE OFFICER
📞 (434) 826-2029
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AUM
$317M
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