Personal CFO Services to Help Guide Your Financial Journey
Welcome To Bootpack
Financial Partners
We’re an independent wealth management firm based in Jackson, WY.
We offer Personal CFO services to empower successful individuals and families as they pursue their life’s work and passions.
We combine the global expertise Advisors require with the small-town, personal service that clients desire.
Learn more About Us, Our Team, How We’re Different or reach out for a Complimentary Portfolio Review.
The Bootpack Difference
Fiercely Independent
We’re 100% independent, which frees us to manage your money while minimizing conflicts of interest
Blue-Chip Experience
We’ve managed money for prominent family office and private equity firms prior to establishing Bootpack
Personal CFO Solutions
Investing is only a part of what we do. We help organize every aspect of your finances so we can support you through whatever life has in store
Limited Number of Clients
We prioritize working with a small group of clients ensuring that we can deliver the profound level of service and attention that truly makes a difference
If you’re seeking for more guidance organization transparency personalization responsiveness integration strategy clarity stability empowerment in your financial life, let Bootpack help
Forging Deep Relationships through Comprehensive Investment Management and Financial Guidance
1. Investment Management
We combine years of experience with powerful investment tools to create portfolios that are low fee, broadly diversified and customized to each client.
2. Financial Planning
Working together, we conduct a deep-dive into all aspects of your financial health and then create a tailored road-map towards meeting your long-term goals and objectives.
3. Tax Strategies
Reducing your tax liability enables you to enjoy a greater share money you earn and eventually pass it on to your loved ones. We offer guidance on methods to maximize your after-tax income.
4. Retirement Planning
Decisions made in your 30s-50s have an outsized impact on your lifestyle in your 60-80s. We work with you to develop compreshensive short-term and long-term financial plans that address your income requiremens and expense needs in the post-career years.
5. Estate Planning
We work with clients to create creative wealth transfer plans and collaborate with estate attorneys when it comes time to draft, execute, and implement estate planning documents