About Us

Built for our family, and yours

Unlike typical 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 traditional 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 our investing experience and strategies developed over a career of managing institutional capital and augmenting these with advanced financial planning techniques, we believe we can generate a superior outcome for Bootpack’s clients long-term.      

Today, we continue to expand the Bootpack family to include new clients that desire the same level of personalization, dedication and confidentiality as we deliver to our original “friends & family” partners.  Clients come to us primarily through referrals, attracted by our global investment expertise, aligned interests and independence.  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.