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Every financial strategy needs a bitcoin plan. 
Every bitcoin strategy needs a financial plan.

Have bitcoin wealth?

Have bitcoin wealth?

Get a financial plan
New to bitcoin?

New to bitcoin?

Get bitcoin advice

Bridging the gap between bitcoin and financial planning

Custom plans built for you

No cookie cutter plans here. We craft customized financial strategies tailored to your specific goals and needs.

Tax optimization

Understand the tax implications of bitcoin and other investments, receive analysis, tax return guidance, and recommendations for tax optimization strategies.


Portfolio management

Receive custom asset allocation recommendations and portfolio management services based upon sound money principals


Inheritance and legacy strategies

Develop efficient strategies for legacy planning, inheritance, and distribution of assets, considering estate planning techniques, key succession for bitcoin inheritance planning.

Strategies for bitcoin volatility

Learn valuable strategies to navigate and optimize in the volatile bitcoin market, ensuring you make informed decisions.


Expertise powered by Unchained

Benefit from expert guidance, support, and education on bitcoin fundamentals, technology, and the benefits of sound money


Best-in-class vault storage

Protect your bitcoin with institutional grade multi-signature vaults and expert key management. 

Responsive planning and security

Get ongoing guidance to adapt your financial plan as life evolves. Our experts continuously review your bitcoin storage and practices to ensure resilience against emerging risks.

Bitcoin services powered by Unchained


Sleep soundly knowing that your bitcoin are secured in cold storage where you hold the keys.


Manage your tax burden. Set up Traditional and Roth bitcoin IRAs where you control the keys.

Trading & loans

Execute large trades or use your bitcoin for a loan to make large purchases or grow your business.