A Big Tax Year Deserves a Plan Built Around Your Bitcoin
If bitcoin has become a large part of your net worth, you deserve an advisor who doesn't flinch at that. Jessy Gilger, CFP®, works with bitcoin holders every day on the questions most planners avoid.
Planning that starts with your stack, not a model portfolio.
- 01
Concentration, on purpose
How to think about cash flow, spending, and risk when one asset carries most of the weight.
- 02
Taxes and timing
Cost basis, gains, charitable giving with appreciated bitcoin, and the trade-offs of each move.
- 03
Retirement accounts and custody
Where bitcoin fits alongside IRAs and other accounts, and who holds the keys.
- 04
Inheritance and family
Making sure the people you love can actually access what you've saved if you're not around.
Privacy-centric. Fiduciary. Bitcoin-focused.
Verify Wealth is a fiduciary advisory firm built for people who have concentrated meaningfully in bitcoin. We ask for what the plan needs and nothing more. You keep control of your keys and your decisions; we help you see the full picture.
Curious about fees and structure? See how we work and pricing.
Start with a conversation.
Pick a time that works for you. Come with questions, or just come curious.
Book a free introduction(opens in a new tab)Walker is the host of THE Bitcoin Podcast. THE Bitcoin Podcast is independent of Verify Wealth. Nothing on this page is investment, tax, or legal advice.