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.
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.
A Wealth Management Scenario
A Jackson-area business owner came to Bootpack approaching the sale of their company. The decision touched everything at once: deal structure, a concentrated stock position, tax timing, liquidity, and how the proceeds would support their family for decades.
We coordinated the exit, the tax strategy, and the post-sale portfolio as a single plan, working alongside their attorney and accountant. They moved through the transition with one strategy and one advisor accountable for all of it.
Compliance note for you and Matt: This is a generic, labeled hypothetical, not a real client outcome. A real case study with specific results triggers extra substantiation and disclosure under the SEC Marketing Rule. Keep the "hypothetical" label, or replace it with a Bootpack-approved example and confirm disclosure language with compliance before publishing.
Who Bootpack Is Best For
You value clarity, strategy, and continuity, and you want one advisor accountable for the whole picture.
Strategic wealth-builders: self-made professionals and high-income executives who want planning beyond basic wealth management.
Legacy-focused families who want lasting impact and a smooth transfer across generations.
Sudden-money recipients navigating an inheritance, business sale, or divorce who need structure and strategy.
Business owners planning a liquidity event or integrating business and personal wealth.
Generally, clients find the most value with at least $2.5M in investable assets.
What Our Clients Say
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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.
David T., Investment Executive
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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 handle challenging markets while managing delicate estate matters and family transitions. I find him trustworthy and a person of integrity.
Lena K., Trustee, New York City
The testimonials and endorsements contained on this page are unsolicited and are non-representative of all client experiences. They are not indicative of future performance or success. Individual results will vary. No compensation was provided for these testimonials.
Why Clients Choose Bootpack
After two decades investing at firms including Renaissance Technologies, Deutsche Bank, and The Carlyle Group, Matt founded Bootpack to bring institutional expertise to a select group of accomplished individuals and families.
Bootpack isn't built for scale. It's built for alignment, with clients who value clarity, strategy, and continuity. We pair Wall Street expertise with a Jackson Hole perspective, and we hold ourselves to a simple standard: if we don't add more value than we cost, through better decisions, tax efficiency, and long-term outcomes, you shouldn't work with us.
Let's See if We're a Good Fit
Schedule a one-on-one conversation with Matt. In a single call we'll talk through your situation and whether a more strategic approach makes sense for you. No preparation needed, no obligation expected.
Frequently Asked Questions:
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Yes. Bootpack is founded and based on Jackson Hole values, but we serve clients across the country. Our approach combines a local presence with global investment expertise, regardless of where you live.
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We create the most value for clients with at least $2.5M in investable assets. That said, our mission is to work and grow with great people, so reach out if you think we might be a good fit.
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We charge a flat annual advisory fee based on the assets we manage: 1.00% under $1M, 0.75% from $1M to $10M, and 0.50% above $10M. The rate is flat, not tiered, and is billed monthly or quarterly in arrears. We are fee-only and receive no commissions or third-party compensation.
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We're compensated only by our clients, never by commissions, proprietary products, or third parties. As a fiduciary we're legally obligated to act in your best interest, and our fee structure removes any incentive to do otherwise.
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We coordinate your entire financial life: investments, tax strategy, estate planning, and liquidity, integrating with your existing accountant and attorney so everything works together.
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Yes. You work directly with Matthew Lusins, CFA, CFP, not junior associates or a rotating team.