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"Wealth is not about zeros in the bank account; it’s about adding options to your life."
-Ryne Mading, Founder
Switchbacks Capital Advisory
What does financial freedom mean to you?
The Switchbacks Capital Advisory Difference
An advocate you can count on
A true wealth management experience includes offering clients objective and innovative strategies from a truly independent, client-centric, open architecture advisory firm.
Benefits of working with an independent financial advisory firm:
Your assets are held by an independent custodian, not the advisor firm
As a fiduciary, recommendations are made with your best interest in mind
Assist clients in using their financial resources to reflect their values
A relationship that is responsive, attentive, and personalized
No sales quotas. The relationship should be mutually beneficial.
Simple and transparent fee structure
Switchbacks Capital Advisory seeks to simplify, strategize and personalize financial lives, investments, and legacy. With a commitment to providing a high level of service, independent research and analytics accompanied with thoughtful advice.
One size doesn’t fit all.
A customized strategy is developed using a process to tailor fit your financial plan
Our Core Beliefs
This isn’t your typical financial advisory firm. We believe:
Financial Independence = Options.
Wealth isn’t a number in the bank account, it’s about having the option to spend your time doing exactly what you want to do.
Save money. Enjoy life too.
Saving is essential to reach financial independence, but not at the expense of diminishing the life experience. Let’s focus on achieving both.
Keep it simple.
There is no need to add complexity to an already confusing and noisy financial world. Keep it simple and add complexity as needed.
Flexibility is key.
Maintaining flexibility in a financial plan is crucial for when life doesn’t go as planned.
This is a partnership.
When clients win, everyone wins.
Work from anywhere.
Location independence is a new form of wealth. Meeting clients where they are is essential.
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