A complete list of active advisors currently associated with Bootpack Wealth Management

Warmer can help you find a great advisor at Bootpack Wealth Management or one who fits your needs even better.

Bootpack Wealth Management serves individuals, high‑net‑worth families, estates, trusts, partnerships, and charitable foundations, providing discretionary and non‑discretionary portfolio management alongside financial planning, tax and estate planning, legacy management, and consulting/Assets‑Under‑Advisement services. The firm also offers access to third‑party SMA and money‑manager programs, held‑away reporting through a third‑party platform, and occasional IPO allocations when available through custodians. The firm’s investment process emphasizes diversified asset allocation with both strategic and tactical overlays and a value‑oriented component, complemented by long‑term holdings and the selective use of alternative investments and separate manager strategies. It uses third‑party risk profiling tools for client suitability, conducts due diligence on underlying managers, and may blend internally managed sleeves with externally managed SMA/TPMM models to align portfolios with client objectives. Compared with many solo independent advisers, Bootpack’s client mix notably includes charitable organization clients and the firm discloses roles as investment manager and general partner in pooled private investment vehicles, arrangements that require additional disclosure and oversight. The firm recently transitioned to SEC registration, raised its account minimum and expanded services (including legacy, tax, and estate planning and held‑away reporting), resulting in a relatively concentrated client base with substantial assets under management per advisor.

To learn more about the advisors currently working at Bootpack Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.