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How We Work With
Crypto Wealth
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Making money in the crypto or NFT space can be from skill, luck, or a bit of both. Diversifying your newfound wealth into investments like stocks and bonds can take some risk off the table. We help investors transition their portfolio's into legacy investment options.





Things to consider:

1. What do I actually know about cryptocurrency investing?

2. Am I planning to invest in cryptocurrencies for the short or long term?

3. What is my risk tolerance? How much am I willing to lose if something goes wrong?

4. Should I diversify my crypto portfolio with other investments like stocks and bonds?

5. What regulatory frameworks should I be aware of?

6. How can I ensure my investments remain secure?

7. Do I need a financial advisor to help me manage my crypto portfolio?

8. What are the tax implications of investing in cryptocurrencies?

9. Are there any opportunities that align with my values and goals as an investor?

10. How can I protect my investments from market fluctuations?

Crypto Wealth

Fee-only. Fiduciary. CFP® qualified.

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