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ABOUT US

Person riding a horse across an open landscape, representing independence, fiduciary responsibility, and Montana-rooted financial guidance

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

Glass sphere reflecting a landscape, representing transparency, clarity, and aligned financial planning fees

How We Get Paid

We charge a transparent, tiered fee based on assets under our management.

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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.

Our Commitment

To serve and advocate for our clients - Through every phase of their financial lives.

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That’s what we’re here to do. And we’re here for the long haul.

Group gathered around a campfire with horses nearby in a winter setting, representing long-term commitment, trust, and guiding clients through every stage of life
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