Personal CFO Services to Help Guide Your Financial Journey

Welcome To Bootpack
Financial Partners

We are Personal CFOs, managing wealth for individuals and families. Our comprehensive approach addresses every aspect of our clients' financial lives, empowering them to focus on their careers, passions and what matters most.

Learn more About Us, Our Team 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

Dedication to
Excellence

Lead by a CFA & CFP®, the gold standards in investment management and financial planning

 

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

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