Welcome to Bootpack Wealth Management.

We help executives, business owners, and multigenerational families invest wisely, reduce taxes, and live life on their terms.

For individuals and families with $2M+ to invest. Based in Jackson Hole, WY but serving clients nationwide.

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Questions We
Hear From
New Clients:

 

  • Do I have an advisor who understands complex wealth and treats me like a priority?

  • How do I diversify concentrated stock positions without triggering a large tax bill?

  • How much of my investment return am I actually keeping after taxes?

  • What should I do with the proceeds from a business sale or liquidity event?

  • Am I making decisions that prepare the next generation — not just transfer assets?

  • Do all of my accounts, managers, and investments add up to a clear strategy?

 

If these questions resonate, you're exactly the type of client we built Bootpack to serve.

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 The Bootpack Difference

Wall Street Roots.
Mountain-Town Values.

Expertise

Decades of experience at elite investment firms, including Renaissance Technologies, The Carlyle Group, and Deutsche Bank, bring institutional-caliber investment expertise to private wealth.

Fiercely Independent

No parent company, proprietary products, or corporate mandates—just objective advice guided by our clients’ best interests.

The Complete Picture

We connect investments, taxes, estate planning, retirement, and cash flow so every financial decision works as part of a larger strategy.

Tax-Aware by Design

Taxes aren’t an afterthought—they shape how we invest, diversify concentrated positions, and help clients preserve more of their wealth.

Beyond Model Portfolios

We combine traditional investments with sophisticated institutional strategies to build portfolios around each client’s unique circumstances.

Founder-Led. By Choice.

Clients work directly with the firm’s founder, ensuring continuity, personal accountability, and senior-level attention at every stage.

Meet the Bootpack Team

Meet Bootpack

“Compounding your money is akin to bootpacking - simple in theory, very challenging in practice. Long-term wealth creation is achieved through careful planning, disciplined management, and above all else, steadfast patience throughout the journey.”

- Matthew Lusins, CFA, CFP

 

What Our Clients Say

  • "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 we 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

  • "I've known Matt since his days as a well-respected investor in New York. When I had the chance to work with him at Bootpack, I jumped at it - he's helping me optimize everything from investments to taxes to college funding, with a long-term plan designed to support my family and navigate the complexity that comes with success."

    David T.
    Investment Executive

  • "As a client Trustee, I've known Matt for several years and have been impressed by his clear and reasoned judgement. 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

  • "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 we 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

  • "I've known Matt since his days as a well-respected investor in New York. When I had the chance to work with him at Bootpack, I jumped at it - he's helping me optimize everything from investments to taxes to college funding, with a long-term plan designed to support my family and navigate the complexity that comes with success."

    David T.
    Investment Executive

  • "As a client Trustee, I've known Matt for several years and have been impressed by his clear and reasoned judgement. 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

Selecting a Financial Partner is a Major Decision

You might hesitate to explore a new advisory relationship for valid reasons.

 

  • This complexity is precisely our specialty. After managing billions for institutional investors, I bring sophisticated solutions to the intricate challenges facing high-net-worth families.

  • The absence of coordination between specialists creates significant risk. One strategic advisor who oversees the complete picture fundamentally transforms your wealth management.

  • You'll work directly with me—not junior associates or rotating teams. With a maximum of 25 client relationships, each receives the depth of attention that meaningful wealth demands.

  • While founded and based in Jackson Hole values, we serve clients across the country. Our approach combines local presence with global expertise, regardless of your location.

  • If you've accumulated meaningful wealth ($2M-$50M) and face complex decisions, standardized solutions likely leave opportunity untapped. Let's discuss whether a more strategic approach would benefit your situation.