Financial Advice for your most important asset.
You've concentrated meaningfully in bitcoin. You don't need an advisor who's still figuring out what it is. You need one who built his practice around it.
"Most clients come to me because their current advisor doesn't hold bitcoin, doesn't understand it, and won't talk about it honestly. I do all three."
Meet with JessyYou hold a meaningful share of your net worth in bitcoin. You're DIY by nature. You want a strong second set of eyes, not a hand to hold.
You see bitcoin clearly
You don't need bitcoin explained to you, and you feel confident about its long-term success.
Your family wants support
If something happens to you, you want them to find the plan, the keys, and the people. Not a treasure hunt.
You want a specialist
You need an advisor who matches your conviction and pushes back when it counts.
Diving beyond the financial surface to everything else underneath.
"What happens to my family if something happens to me?"
An estate plan your spouse can run on day one. A documented security handoff. Executor instructions written in plain English, tested before they're needed.
"Can I stop working and not run out?"
Income planning for a portfolio that doesn't behave like a portfolio. Liquidity events sequenced calmly. Work-optional modeling that respects your conviction and your timeline.
"Does anyone actually understand what I hold?"
Custody guidance, UTXO management, self-custody security built around the way you live with bitcoin. Our security partner handles the deep work when it's called for.
"Am I giving away more than I have to?"
Year-round strategy, not just a return filed in April. CPA-prepared returns through our partner firm. Specific-lot accounting, multi-year projections, donor-advised funds seeded with appreciated bitcoin.