Institutional Thinking for Wealth That's Outgrown Conventional Advice

You've built something meaningful. You've earned, invested, and created real complexity. But at a certain point, even the most capable investor wants one advisor to see the whole picture and confirm that every decision is working together.

 
Chat with Matt

At Bootpack Financial Partners, we offer fee-only wealth management for accomplished individuals and families in Jackson, WY and across the country who want institutional-grade advice without the conflicts, product sales, or rotating teams of a traditional firm.

Our approach is simple: integrated, long-term strategy, with nothing behind our advice but your interests.

Why Work With a Fee-Only

Fiduciary in Jackson Hole

Most firms are built for scale. They assign you to a team that changes and sell products that pay them to recommend them. We've found that doesn't serve people with real complexity.

As a fee-only fiduciary, we're paid only by our clients, never by commissions, proprietary funds, or third parties. That structure removes the incentives that quietly raise costs and create avoidable taxes over time. This works especially well for accomplished individuals and families who want sophisticated strategy and a single advisor accountable for the entire picture.

What You Can Expect From Bootpack

Every client's situation is different, but our work always centers on turning your resources into strategic advantages that support the life and legacy you want.

Working with Bootpack means you:

 

Work directly with Matt

Not junior associates or a rotating team. With a deliberately small number of client relationships, each one gets real depth of attention.

Get an integrated view

Investments made in the context of your full balance sheet: assets, entities, liquidity, and long-term obligations, not in isolation.

Keep more of what you earn

Portfolios built with explicit attention to after-tax outcomes so capital compounds efficiently for you and the next generation.

Get advice with no agenda

Only recommendations that serve your interests.

 

We help clients answer questions like:

 

How do I manage a concentrated stock position without a painful tax bill?

How should my large taxable portfolio be structured for after-tax returns?

I'm approaching a liquidity event from selling my business. How do I plan for it?

How do I transfer wealth across generations efficiently and with intention?

Do alternative investments belong in my plan, and on what terms?

I've come into sudden wealth. How do I structure and steward it?

 
 

You'll work from one coordinated strategy, with Matt integrating directly with your accountant, estate attorney, and other specialists so nothing falls through the cracks.

 
 

  • We create the most value for clients with at least $2.5M in investable assets. However, our mission, first and foremost, is to work and grow with great people so please reach out if you think we might be a good fit for you or your family.

  • No. The Annual Fees are “flat” based on the initial investment with Bootpack. In other words, the percentage charged remains consistent regardless of the amount of money being managed.

  • No, we are a “fee-only” firm meaning we’re only compensated for our services directly by our clients.

  • Either monthly or quarterly, in arrears, based on the client’s preference.