Capital Concepts Inc.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Bison Wealth Management LLC was founded in 2018. Pomeroy Smith II is a seasoned investment advisor whose priority is to help clients build their wealth to secure a comfortable future. Our on-going investment process utilizes analysis of your cash flows and net worth to prepare and implement a customized portfolio that is continually monitored and adjusted based on our clients long term objectives.

Smith Group Asset Management, founded in 1995 and based in Dallas, TX, specializes in identifying companies that can sustainably grow earnings faster than anticipated, leading to substantial price appreciation. With a commitment to a systematic, model-based investment process, the firm employs a combination of quantitative and fundamental analysis to uncover unexpected earnings growth and strong earnings quality. Dedicated to serving institutional and high-net-worth clients, Smith Group emphasizes portfolio risk management through diversification and risk model analysis, ensuring alignment with their distinct investment philosophy. With over 25 years of experience, the firm has established a reputation for delivering high-quality investment management services. Generated from the website