Financial advisors for crypto wealth.
Crypto wealth creates planning problems that traditional portfolio rules do not fully cover: unrealized gains, exchange records, custody, tax lots, security, volatility, charitable giving, estate access, and the emotional difficulty of diversifying after a large winner.
Questions to answer before the money moves
Crypto investors, founders, early employees, miners, and token recipients with a concentrated digital-asset position, realized gains, or an upcoming liquidity decision.
- How much should I reserve for taxes if I sell?
- How do I diversify without selling too much at the wrong time?
- Can an advisor work with exchange records, wallets, and concentrated token exposure?
- How should custody, estate access, and security be handled?
Start with the numbers
Crypto Tax Reserve Calculator
Estimate the tax reserve and remaining exposure when selling part of a concentrated crypto position.
Crypto Wealth Planning Guide
A planning guide for tax lots, diversification, custody, estate access, charitable giving, and post-liquidity investing.
Talk to a crypto-aware advisor
Use the form if your crypto position is large enough that a sale, tax bill, or custody mistake would change your financial life.
Turn a volatile gain into a plan
The first decision is rarely whether crypto is good or bad. The better question is how much of the gain needs to become taxes, reserves, diversified capital, charitable giving, or long-term security before volatility and emotion drive the plan.
The advisor should understand the asset and the household
A crypto-aware financial advisor does not replace a CPA or custody provider. The advisor helps connect tax lots, security, diversification, estate access, and portfolio construction into one written policy.
How the right advisor helps
- Model the decision. Convert the event into cash-flow, tax, liquidity, and risk numbers before irreversible choices are made.
- Coordinate the team. Align the financial plan with the CPA, attorney, lender, trustee, or transaction professional already involved.
- Write the policy. Decide what can be spent, invested, gifted, donated, or deferred so pressure does not become the plan.
Get matched with a specialist financial advisor
Tell us what changed and what decisions are in front of you. We will match you with a fee-only advisor who works with this kind of planning problem.