ABOUT US
Independent.
Fiduciary.
Montana-Rooted.
A wealth management firm built on integrity, personal service, and doing right by those we serve.
Who We Are
Switchbacks Capital Advisory is an independent, privately-owned wealth management firm, free from the influence of product quotas, third parties or corporate mandates.
We don’t work for a company.
We work for our clients. That’s it.
What Makes Us Different
Clients First, Always.
We don’t sell products. We provide advice and guidance tailored exclusively for our clients.
Intentionally Selective.
We keep a limited client roster so every relationship gets the depth of attention it deserves.
This is a Partnership.
We believe decisions should be made with feedback and buy-in from all parties.
Collaborative.
We coordinate your entire financial team — CPA, attorney, realtor — to ensure all parties are in sync on your behalf.
Montana Values, National Capability.
Based in Missoula with deep Montana roots, serving high-net-worth clients in Montana and across the entire Western United States.
How We Get Paid
We charge a transparent, tiered fee based on assets under our management.
The fee percentage decreases as assets grow — because we believe loyalty and growth should be rewarded. We believe this fee structure best aligns our interests with yours.
