Built on experience. Driven by purpose.

Our small, close-knit team builds lasting partnerships with select families in Jackson Hole and beyond. Together, we create financial clarity through deep relationships and unwavering dedication.

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Meet Bootpack

 

 Serving People Where They Live and Thrive

 

Jackson isn’t a backdrop. It’s a filter. Many of our clients live here or choose to spend their time here because it represents something: focus, family, stewardship, and space to think.

People in Jackson Hole aren’t trying to prove themselves. They’re trying to stay aligned—with their values, with their community, and with the kind of life they’ve worked hard to shape. They want financial planning that reflects that: quiet, tailored, thoughtful. They want local intelligence. Strategic fluency. And above all, trust.

Bootpack exists for that purpose. We don’t call from a coast. We walk into the same fundraisers, board meetings, and trailheads, and we’re cheering on the same sidelines. We’re not pitching—we’re present.

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 For Jackson. With Jackson.

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The Bootpack Values

These values aren't just words on a page—they're the characteristics you can expect to experience in every interaction with Bootpack, from our first conversation to ongoing partnership.

 

Loyalty

We take our fiduciary duty seriously. Bootpack was founded on the principle that client’s deserve trusted expert advice that is fully-aligned and in their corner at all times. We strive to make our client’s feel like an extended member of our family.

Confidentiality

As a firm operating in a small town, we understand that maintaining professional confidentiality is essential to our reputation and the trust our clients place in us. Your financial situation is highly personal and we are committed to ensuring your information is never discussed or disseminated beyond our secure and trusted network.

Empathy

We understand that money and emotions are deeply intertwined. We are here to listen, not judge, and help you problem-solve. Our ultimate goal is to help you focus on the important things in life—family and health—while feeling completely confident about your financial situation.

Dedication to Our Craft

Financial markets and tax and estate laws are constantly evolving. As passionate lifelong learners, we are committed to staying abreast of these changes to ensure our clients receive the most up-to-date and effective advice.