Protocol Wealth is an SEC-registered investment adviser formed in 2025, serving founders, technology employees, families, business owners, and investors whose financial lives involve significant complexity. The firm focuses on coordinating decisions around concentrated wealth, liquidity events, equity compensation, digital assets, business interests, and major transitions. Its services include integrated wealth strategy, investment and cash-flow planning, founder and business-owner support, entity treasury advisory, digital-asset advisory, and onchain advisory.

Rather than using model portfolios or standard templates, Protocol Wealth develops plans around each client’s assets, family, and goals. The team coordinates with clients’ accountants, attorneys, and families to connect investment, tax, estate, custody, and liquidity considerations. The firm describes its approach as combining traditional finance expertise with experience in digital assets, supported by technology and human fiduciary accountability. Its leadership team includes CFP® and CAIA credential holders, and the firm’s co-founders helped establish the Certified Digital Asset Advisor designation. Protocol Wealth does not provide tax or legal advice, and advisory services begin only under a signed advisory agreement.