Home | Peltoma Capital Partners

Austin, Texas | Whitefish, Montana

Your trust. Our expertise.

Integrating evidence-based investing with financial planning and tax strategies to provide clients with the deepest level of true wealth: ease, comfort, and time.

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What is Peltoma Capital Partners?

We are an independent, fee-only advisory firm, serving families across the United States with a high-touch experience.

Offices in Austin, Texas & Whitefish, Montana.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

For time-impoverished investors, holistic guidance on your financial life, so you can focus on your job

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Wealth Creators & Career Professionals

Wealth-building education, strategies, and implementation

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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Complex Wealth

Individuals and families seeking responsible approaches to current wealth, and attaching purpose to money

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Schedule A Conversation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if we're a good fit together.

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Our Services

When was the last time you sat down and had a frank conversation about your investments and financial plan?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life can benefit from our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Wealth Creation & Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. No sales spiels. No product pushing.

As an independent firm, you can be comfortable knowing that the only kickbacks that excite us are our clients in a lawn chair.

STEP

1

Assess Your Unique Situation

We’ll talk about your financial life and vision for the future. This starts with a blank canvas, bespoke to your needs, not vice-versa.

STEP

2

Engineer Success

Guidance on structuring the moving pieces of your financial life, & how much (or how little) risk is necessary to pursue your dreams.

STEP

3

Empower Clients to Live Nourishing Lives

Join us. You can have it.

Ease, comfort, and time.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation.

What can you expect? A financial expert who cares (without slides, products, or sales brochures).

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