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Matthew L
CFP®, CFA®
Jackson, WY
Bootpack Wealth Management
Matthew Lusins is a CFP® and CFA® with six years of experience in the financial advisory industry. He is the principal of Bootpack Wealth Management in Jackson, WY, and has previously worked at Boxer Capital, Bootpack Financial Partners, Convergence Investments, Buckrail Consulting, and Meritage Group LP. Bootpack Wealth Management serves individuals, high-net-worth families, estates, trusts, partnerships, and charitable foundations, providing portfolio management, financial planning, tax and estate planning, legacy management, and consulting services. The firm emphasizes diversified asset allocation with strategic and tactical overlays and incorporates both internally managed and third-party investment strategies.
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