Finally, Crypto Advice That Makes Sense
Most financial advisors either hate crypto or treat it like magic internet money. Meanwhile, crypto "experts" push the latest trends without understanding taxes, estate planning, or basic portfolio theory.
We actually know how to integrate your digital assets into a real financial plan.
Finally, Crypto Advice That Makes Sense
Most financial advisors either hate crypto or treat it like magic internet money. Meanwhile, crypto "experts" push the latest trends without understanding taxes, estate planning, or basic portfolio theory.
We actually know how to integrate your digital assets into a real financial plan.
Finally, Crypto Advice That Makes Sense
Most financial advisors either hate crypto or treat it like magic internet money. Meanwhile, crypto "experts" push the latest trends without understanding taxes, estate planning, or basic portfolio theory.
We actually know how to integrate your digital assets into a real financial plan.
What We Actually Do
Portfolio Strategy
We integrate your crypto holdings into your overall asset allocation, using research-backed models that optimize risk and return across traditional and digital assets.
Yield Optimization
Maximize returns through strategic staking, DeFi opportunities, and yield generation while managing risk and tax implications.
Tax Optimization
Navigate complex crypto tax rules, including harvest losses, manage gains timing, and structure transactions for maximum efficiency.
Estate Planning
Ensure your digital assets are properly secured, accessible to beneficiaries, and structured to minimize estate taxes.
What We Actually Do
Portfolio Strategy
We integrate your crypto holdings into your overall asset allocation, using research-backed models that optimize risk and return across traditional and digital assets.
Yield Optimization
Maximize returns through strategic staking, DeFi opportunities, and yield generation while managing risk and tax implications.
Tax Optimization
Navigate complex crypto tax rules, including harvest losses, manage gains timing, and structure transactions for maximum efficiency.
Estate Planning
Ensure your digital assets are properly secured, accessible to beneficiaries, and structured to minimize estate taxes.
What We Actually Do
Portfolio Strategy
We integrate your crypto holdings into your overall asset allocation, using research-backed models that optimize risk and return across traditional and digital assets.
Yield Optimization
Maximize returns through strategic staking, DeFi opportunities, and yield generation while managing risk and tax implications.
Tax Optimization
Navigate complex crypto tax rules, including harvest losses, manage gains timing, and structure transactions for maximum efficiency.
Estate Planning
Ensure your digital assets are properly secured, accessible to beneficiaries, and structured to minimize estate taxes.
Our Crypto Platform
Tax loss harvesting, yield optimization, and portfolio rebalancing across all platforms. Integrated reporting that makes sense.
We use industry-leading tools that most advisors don't even know exist:
Altruist Model Portfolios with Bitwise ETFs for traditional accounts
Bitwise Private SMAs for sophisticated allocations
L1 Analytics to directly analyze your wallet holdings
CoinTracker for precise cost basis tracking
Eaglebrook for custody and trading of actual tokens
Alto IRA for holding crypto directly in retirement accounts
Our Crypto Platform
Tax loss harvesting, yield optimization, and portfolio rebalancing across all platforms. Integrated reporting that makes sense.
We use industry-leading tools that most advisors don't even know exist:
Altruist Model Portfolios with Bitwise ETFs for traditional accounts
Bitwise Private SMAs for sophisticated allocations
L1 Analytics to directly analyze your wallet holdings
CoinTracker for precise cost basis tracking
Eaglebrook for custody and trading of actual tokens
Alto IRA for holding crypto directly in retirement accounts
Our Crypto Platform
Tax loss harvesting, yield optimization, and portfolio rebalancing across all platforms. Integrated reporting that makes sense.
We use industry-leading tools that most advisors don't even know exist:
Altruist Model Portfolios with Bitwise ETFs for traditional accounts
Bitwise Private SMAs for sophisticated allocations
L1 Analytics to directly analyze your wallet holdings
CoinTracker for precise cost basis tracking
Eaglebrook for custody and trading of actual tokens
Alto IRA for holding crypto directly in retirement accounts
Why We Actually Know What We're Talking About
Chris holds the DACFP (Digital Asset Certified Financial Planner) designation and has lived through every crypto cycle:
Bought Bitcoin at $13, rode it to $220, sold most (2013)
Still has $2,000 frozen by the Italian government from ICO investments (2017)
Lost 90% of his portfolio in the 2018 crash
Survived the NFT frenzy of 2021
Didn't sleep for a week during the 2024 Solana memecoin era
We've integrated crypto into financial planning since 2020 through our partnership with Eaglebrook and Bitwise. We include crypto planning in all our relationships at no additional cost because it's part of modern portfolio management.
Why We Actually Know What We're Talking About
Chris holds the DACFP (Digital Asset Certified Financial Planner) designation and has lived through every crypto cycle:
Bought Bitcoin at $13, rode it to $220, sold most (2013)
Still has $2,000 frozen by the Italian government from ICO investments (2017)
Lost 90% of his portfolio in the 2018 crash
Survived the NFT frenzy of 2021
Didn't sleep for a week during the 2024 Solana memecoin era
We've integrated crypto into financial planning since 2020 through our partnership with Eaglebrook and Bitwise. We include crypto planning in all our relationships at no additional cost because it's part of modern portfolio management.
Why We Actually Know What We're Talking About
Chris holds the DACFP (Digital Asset Certified Financial Planner) designation and has lived through every crypto cycle:
Bought Bitcoin at $13, rode it to $220, sold most (2013)
Still has $2,000 frozen by the Italian government from ICO investments (2017)
Lost 90% of his portfolio in the 2018 crash
Survived the NFT frenzy of 2021
Didn't sleep for a week during the 2024 Solana memecoin era
We've integrated crypto into financial planning since 2020 through our partnership with Eaglebrook and Bitwise. We include crypto planning in all our relationships at no additional cost because it's part of modern portfolio management.
Who This Is For
Crypto Enthusiasts
who need real financial planning but want an advisor who actually understands their digital assets.
High-Earning Professionals
who hold significant crypto but feel uncertain about tax implications, security best practices, or estate planning.
Anyone
tired of advisors who either fear crypto or treat it like a get-rich-quick scheme.
Who This Is For
Crypto Enthusiasts
who need real financial planning but want an advisor who actually understands their digital assets.
High-Earning Professionals
who hold significant crypto but feel uncertain about tax implications, security best practices, or estate planning.
Anyone
tired of advisors who either fear crypto or treat it like a get-rich-quick scheme.
Who This Is For
Crypto Enthusiasts
who need real financial planning but want an advisor who actually understands their digital assets.
High-Earning Professionals
who hold significant crypto but feel uncertain about tax implications, security best practices, or estate planning.
Anyone
tired of advisors who either fear crypto or treat it like a get-rich-quick scheme.
Ready to Plan Your Crypto Future?
No sales pitch about the future of money. No hype about 10x returns. Just straightforward planning that includes your digital assets as part of your real financial life.
Ready to Plan Your Crypto Future?
No sales pitch about the future of money. No hype about 10x returns. Just straightforward planning that includes your digital assets as part of your real financial life.
Ready to Plan Your Crypto Future?
No sales pitch about the future of money. No hype about 10x returns. Just straightforward planning that includes your digital assets as part of your real financial life.