About Us

A Family Approach to Wealth Management

 

Different than most wealth management firms, Bootpack was born from a personal mission. We created the firm to manage our own capital along with that of our family and closest friends. Disillusioned by the “industrialized” financial advisory landscape—riddled with excessive fees, impersonal service, and widespread conflicts of interest—we were driven to forge a better alternative. Our goal was clear: to build a truly sophisticated, client-focused firm for those we value most.

By leveraging the investing expertise developed over a career of managing institutional capital and combining it with advanced financial planning techniques and best-in-class technology, we believe we can generate superior outcomes for Bootpack’s clients.      

Today, we continue to expand the Bootpack family to include new clients that desire the same boutique, white-glove experience that we deliver to our original friends & family partners.   We intentionally keep our client list small, welcoming only a handful each year. This limitation is by design, ensuring that we can deliver the profound level of service and attention that truly makes a difference.

Testimonials

  • "Matt has been a loyal friend and confidant to the Moynihan family since his time working for the Senator in the 1990s. As one of his first clients when he established Bootpack, we have consistently benefited from his exceptional service. Matt's unwavering integrity, insightful counsel, and steadfast dedication have been invaluable to my family and me. His commitment was especially meaningful to my late grandmother, Elizabeth Moynihan, who served as the Senator’s campaign manager throughout his 24 years representing New York State."

    - Michael Avedon

    Photographer

  • "As a dual-officer military family with over 40 years of active-duty service, our financial needs are anything but standard. Matt dedicated the time to deeply understand and analyze our unique situation as military veterans, aligning our VA benefits, long-term plans, and post-retirement goals to craft a personalized financial plan tailored to our specific circumstances. Through his meticulous attention to detail, and a steadfast focus on long-term success, he empowered our family to navigate complex financial decisions upon retirement from active duty with confidence and clarity. We couldn't be happier to have Bootpack as our trusted family advisor, guiding us with care and expertise."

    - Rob and Maggie Johnson, Colonel (Ret)

    United States Air Force

  • “As a client Trustee, I've known Matt for several years and have been impressed by his clear and reasoned judgment. I've seen him successfully navigate challenging market conditions while skillfully handling delicate estate matters and family transitions. The dedication to his clients is evident, and I find him trustworthy and a person of integrity.”

    - Lena K

    Trustee, New York City

*Testimonials reflect the personal experiences of our clients and are not indicative of future performance or success. Individual results may vary. Past performance does not guarantee future results. The testimonials are voluntarily provided and no compensation or benefits were given for their use.

Our Mission Statement:

Exceed the needs of our clients through intelligence and dedicated service.

 Our Values

Loyalty

We take our fiduciary duty seriously. Bootpack was founded on the principle that client’s deserve trusted expert advice that is fully-aligned and in their corner at all times. We strive to make our client’s feel like an extended member of our family.

Confidentiality

As a firm operating in a small town, we understand that maintaining professional confidentiality is essential to our reputation and the trust our clients place in us. Your financial situation is highly personal and we are committed to ensuring your information is never discussed or disseminated beyond our secure and trusted network.

Empathy

We understand that money and emotions are deeply intertwined. We are here to listen, not judge, and help you problem-solve. Our ultimate goal is to help you focus on the important things in life—family and health—while feeling completely confident about your financial situation.

Dedication to Our Craft

Financial markets and tax and estate laws are constantly evolving. As passionate lifelong learners, we are committed to staying abreast of these changes to ensure our clients receive the most up-to-date and effective advice.