BISON WEALTH, LLC
SEC RegisteredDon't Just Reach Retirement. Reach Your Zenith.
About the firm
Zenith Retirement provides forward-thinking planning that goes beyond investments—reducing taxes, protecting assets, and creating a retirement clients can rely on. The firm offers tailored financial services along with investment management solutions to help clients achieve their unique financial goals, with a focus on high-net-worth individuals and families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, advanced planning (tax, estate, healthcare, and charitable strategies), relationship management, boutique personalized services, portfolio management, retirement strategies, cash flow analysis, estate strategies, charitable giving and legacy planning, extended care planning, Social Security strategies, tax planning, and Medicare planning.
Who they serve
Retired individuals and couples who have saved diligently, often with $500,000 or more set aside, many of whom are charitably inclined; also high-net-worth and ultra-high-net-worth individuals and families, and small business owners and investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,692 | $821M |
| High Net Worth Individuals | 5,877 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 72 | $55M |
| State/Municipal Entities | 61 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
58 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BISON WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.