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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
We Are Your Advocates
We believe 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:
Client assets are held by an independent custodian, not the advisor firm
We are upheld to the fiduciary standard and recommendations are always made with your best interest in mind
We help clients use their money to reflect their values
We develop a relationship that’s responsive, attentive, and personalized
No sales quotas, we work with clients who value what we do and see the benefits in working with our team
Simple and transparent fee structure
Switchbacks Capital Advisory seeks to simplify, strategize and personalize financial lives, investments, and legacy. Our commitment is to provide a high level of service, independent research and analytics accompanied with thoughtful advice.
We know one size doesn’t fit all.
We develop a custom strategy through our 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.
Keep it simple.
There is no need to add complexity to an already confusing and noisy financial world. We keep it simple and add complexity as needed.
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 pursuing both.
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, we win.
Work from anywhere.
We value location independence and meet clients where they are.
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