Many things are worth their weight in gold.

Time is Priceless.

Our Services

Interested in creating your financial plan?

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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.
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Do you need a financial advisor? Have you ever wondered...

I have no time to figure out a financial plan...

 

Can someone help me do that?

Develop Financial Plan
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Switchbacks Capital Advisory is here for you. Start securing your financial freedom.

individuals and Families Financial Plan

Individuals and Families

We are here to help you build a financial foundation that is customized to your life.

Whether you are new to investing, looking to buy a home, or need to establish financial direction, we can help you:

  • Develop a process for investing automation that fits your situation
     

  • Manage an ongoing portfolio based on your investment timeline, cash needs and risk tolerance
     

  • Create an integrated financial planning experience using our cutting-edge planning platform
     

  • Compute the tax efficiency of your current portfolio and deliver a fee-reduction analysis

Individuals & Families Financial Plan
 
 
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Business Owners Financial Plan
Business Owners Financial Plan

Business Owners

As a business owner you should keep more of what you earn; for now and in the future. 

 We can help you:
 

  • Asses your current plan offering and provide recommendations
     

  • Execute a fee and expense analysis and include benchmarking
     

  • Evaluate and enhance your plan for tax efficiency
     

  • Participate in standing plan education meetings and ongoing availability to plan participants
     

  • Review investment policies to ensure consistency with goals of the retirement plan
     

  • With our CPFA accreditation, we are upheld to a fiduciary standard when it comes to your business’ retirement plan

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Corproate Executives Financial Plan

Corporate Executives

Are your stock options working for you? Are you looking to retire?  Do you want to ensure you are on track? Let Switchbacks Capital Advisory be your guide.

We are available for:
 

  • RSU and stock option evaluation and planning
     

  • Assessment of net unrealized appreciation on employer stock
     

  • Helping maximize equity compensation through evaluation of restricted stock, stock options and stock grants.
     

  • Evaluation of deferred compensation packages – Examples: Should you participate and if so, how much can you afford to defer given current and future expenses?
     

  • For executives planning to retire soon, we review all available options for assets held in the company retirement plan and develop a strategy for those assets.   

Corporate Executives Financial Plan
 
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Philantropy Financial Plan
philanthropy Financial Plan

Philanthropy

There is beauty in giving with intention.

We assist individuals, families and business clients in crafting and implementing their philanthropic plans to maximize financial impact for both the charitable organization and the client. Including:
 

  • Donor Advised Funds (DAFs)
     

  • Charitable Remainer Trusts (CRTs)
     

  • Charitable Lead Trusts (CLTs)
     

  • Private Foundations

 
Charity and Non-profit Financial Plan

Charitable Organizations and Non-profits:

We share in the vision of the charitable organizations we work with.

We win when your mission is realized. We will be your financial partner that helps:
 

  • Review and advise on an IPS to align with mission and vision of the organization
     

  • Develop ESG and socially responsible investment strategies allowing your organization to put financial resources to the greatest good
     

  • Provide donor education via webinars, live presentations and exclusive events meant to reinforce your organization’s unique message to those who fund the mission

Charity & Non-Profit Financial Plan