
DAG
Max Avery
CBDO & Principal
LinkedInMax Avery is CBDO and a Principal of DAG, serving as a board member and business development executive at Digital Ascension Group. With an energetic focus on business growth across a variety of industries, he brings a deep understanding of how modern finance has evolved and takes a strategic approach to business development and long-term growth, with experience crafting and executing plans intended to position businesses for long-term competitive advantage. His understanding of both traditional and emerging financial markets is reflected in his credentials, including certification as a Capital Markets & Securities Analyst (CMSA) and FinTech Industry Professional (FTIP), along with training in Advanced Blockchain Architectures, DeFi Infrastructure, and FinTech Law and Policy. He was appointed to a District Export Council by Secretary of Commerce Wilbur Ross in 2018, and as a member of the National Small Business Association's Economic Development Committee he has contributed to policy discussion on capital formation and business growth. Guided by the philosophy that "if something is worth doing, it should be done with excellence," Max has focused since 2016 on raising capital and funding deals in private investments across private equity and real estate, working to convert complex challenges into practical solutions as a business strategist and consultant.
Compliance
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law. The information on this page is for general educational purposes and is not legal or tax advice.