Our A.S.C.E.N.D. Process
Every mountain needs an experienced guide. We've been on this financial trail before—we know the terrain, the challenges, and the best path forward. Let us guide your ascent to financial clarity.
Our A.S.C.E.N.D. Process
Every mountain needs an experienced guide. We've been on this financial trail before—we know the terrain, the challenges, and the best path forward. Let us guide your ascent to financial clarity.
Our A.S.C.E.N.D. Process
Every mountain needs an experienced guide. We've been on this financial trail before—we know the terrain, the challenges, and the best path forward. Let us guide your ascent to financial clarity.
The Bootpack Difference
We bring Wall Street capability to a select group of Jackson Hole families. Our deliberately small practice allows for the deep personal relationships that conventional firms simply cannot provide.
DISCOVERY WITH DEPTH
ASSESS
You'll leave with clarity about our approach and what to expect moving forward. No commitment required—just an honest dialogue about your vision.
Our discovery phase focuses on understanding your financial goals, answering your questions, and determining if we're the right fit. As a fiercely independent firm, we have no products to sell—just a commitment to determine whether Bootpack can genuinely advance your goals.
ORGANIZATION THAT ILLUMINATES
STREAMLINE
By the end of this phase, you'll have complete visibility into your financial landscape—many clients tell us this clarity alone is tremendously valuable.
We streamline and secure all your financial documents in one place, creating a solid foundation for strategic planning. We'll help you gather and organize statements, policies, and records into a centralized, secure system.
STRATEGY WITH PURPOSE
CREATE
You'll receive a detailed roadmap connecting all aspects of your financial life, with specific action steps and a clear implementation timeline.
We transform your financial goals into a clear, customized plan integrating investments, insurance, and estate planning. With our CFA and CFP® expertise, we'll craft strategies that incorporate sophisticated approaches typically reserved for institutional investors.
IMPLEMENTATION WITH PRECISION
EXECUTE
Your plan moves from concept to reality with careful attention to every detail—no handoffs to junior staff or implementation teams.
We put your plan into action by executing strategies and coordinating with your professional team. As your personal CFO, we handle the complex details while keeping you informed throughout the process.
GUIDANCE THAT EVOLVES
NAVIGATE
Together, we adapt your strategy to new challenges and possibilities, maintaining the strategic continuity that's often lost with larger firms.
We regularly review your plan to keep it aligned with your evolving goals and changing market conditions. With our limited client model (maximum 25 relationships), we respond quickly to changes and opportunities.
SERVICE THAT EXCEEDS EXPECTATIONS
DELIVER
Our service approach is both sophisticated and personal. Your success is our only measure of success.
Our mission is to exceed expectations with responsive, dedicated service and same-day support. You'll have direct access to Matt—no junior staff, no call centers.
The Bootpack Difference
We bring Wall Street capability to a select group of Jackson Hole families. Our deliberately small practice allows for the deep personal relationships that conventional firms simply cannot provide.
DISCOVERY WITH DEPTH
ASSESS
You'll leave with clarity about our approach and what to expect moving forward. No commitment required—just an honest dialogue about your vision.
Our discovery phase focuses on understanding your financial goals, answering your questions, and determining if we're the right fit. As a fiercely independent firm, we have no products to sell—just a commitment to determine whether Bootpack can genuinely advance your goals.
ORGANIZATION THAT ILLUMINATES
STREAMLINE
By the end of this phase, you'll have complete visibility into your financial landscape—many clients tell us this clarity alone is tremendously valuable.
We streamline and secure all your financial documents in one place, creating a solid foundation for strategic planning. We'll help you gather and organize statements, policies, and records into a centralized, secure system.
STRATEGY WITH PURPOSE
CREATE
You'll receive a detailed roadmap connecting all aspects of your financial life, with specific action steps and a clear implementation timeline.
We transform your financial goals into a clear, customized plan integrating investments, insurance, and estate planning. With our CFA and CFP® expertise, we'll craft strategies that incorporate sophisticated approaches typically reserved for institutional investors.
IMPLEMENTATION WITH PRECISION
EXECUTE
Your plan moves from concept to reality with careful attention to every detail—no handoffs to junior staff or implementation teams.
We put your plan into action by executing strategies and coordinating with your professional team. As your personal CFO, we handle the complex details while keeping you informed throughout the process.
GUIDANCE THAT EVOLVES
NAVIGATE
Together, we adapt your strategy to new challenges and possibilities, maintaining the strategic continuity that's often lost with larger firms.
We regularly review your plan to keep it aligned with your evolving goals and changing market conditions. With our limited client model (maximum 25 relationships), we respond quickly to changes and opportunities.
SERVICE THAT EXCEEDS EXPECTATIONS
DELIVER
Our service approach is both sophisticated and personal. Your success is our only measure of success.
Our mission is to exceed expectations with responsive, dedicated service and same-day support. You'll have direct access to Matt—no junior staff, no call centers.
The Bootpack Difference
We bring Wall Street capability to a select group of Jackson Hole families. Our deliberately small practice allows for the deep personal relationships that conventional firms simply cannot provide.
DISCOVERY WITH DEPTH
ASSESS
You'll leave with clarity about our approach and what to expect moving forward. No commitment required—just an honest dialogue about your vision.
Our discovery phase focuses on understanding your financial goals, answering your questions, and determining if we're the right fit. As a fiercely independent firm, we have no products to sell—just a commitment to determine whether Bootpack can genuinely advance your goals.
ORGANIZATION THAT ILLUMINATES
STREAMLINE
By the end of this phase, you'll have complete visibility into your financial landscape—many clients tell us this clarity alone is tremendously valuable.
We streamline and secure all your financial documents in one place, creating a solid foundation for strategic planning. We'll help you gather and organize statements, policies, and records into a centralized, secure system.
STRATEGY WITH PURPOSE
CREATE
You'll receive a detailed roadmap connecting all aspects of your financial life, with specific action steps and a clear implementation timeline.
We transform your financial goals into a clear, customized plan integrating investments, insurance, and estate planning. With our CFA and CFP® expertise, we'll craft strategies that incorporate sophisticated approaches typically reserved for institutional investors.
IMPLEMENTATION WITH PRECISION
EXECUTE
Your plan moves from concept to reality with careful attention to every detail—no handoffs to junior staff or implementation teams.
We put your plan into action by executing strategies and coordinating with your professional team. As your personal CFO, we handle the complex details while keeping you informed throughout the process.
GUIDANCE THAT EVOLVES
NAVIGATE
Together, we adapt your strategy to new challenges and possibilities, maintaining the strategic continuity that's often lost with larger firms.
We regularly review your plan to keep it aligned with your evolving goals and changing market conditions. With our limited client model (maximum 25 relationships), we respond quickly to changes and opportunities.
SERVICE THAT EXCEEDS EXPECTATIONS
DELIVER
Our service approach is both sophisticated and personal. Your success is our only measure of success.
Our mission is to exceed expectations with responsive, dedicated service and same-day support. You'll have direct access to Matt—no junior staff, no call centers.
Let's talk about your financial future
Schedule a one-on-one conversation with Matt. No preparation needed, no obligation expected—just a straightforward discussion about your goals and how Bootpack might help you achieve them.
Let's talk about your financial future
Schedule a one-on-one conversation with Matt. No preparation needed, no obligation expected—just a straightforward discussion about your goals and how Bootpack might help you achieve them.
Let's talk about your financial future
Schedule a one-on-one conversation with Matt. No preparation needed, no obligation expected—just a straightforward discussion about your goals and how Bootpack might help you achieve them.