DAG Wealth
A plan that acts as a roadmap connecting your money and your goals
Most people have a collection of financial pieces, but not a holistic coordinated strategy. We build goals-based plans that tie everything together to ensure your investments are working efficiently, your tax exposure is minimized, and your lifestyle is fully protected. You get absolute clarity on where you stand today, and a clear roadmap for what comes next.
Working without the full picture
You have meaningful wealth. Some of it is in crypto, some in traditional accounts, some in real estate or private investments. Four problems show up at this point in almost every client conversation.
The full picture is missing
Brokerage account at one firm, exchange holdings at another, a 401(k) at a former employer, real estate documents in a filing cabinet. Nobody has a consolidated view, including you.
Tax strategy is reactive
Taxes can be the largest expense in retirement. Building a plan around your goals and cash flow needs allows for proactive tax planning and efficient savings and drawdown strategies.
The future is not modeled accurately
Your retirement projections don't take into account all of your assets or omit critical asset classes like crypto.
Inadequate wealth protection
Improper estate planning, lack of liability protection, insurance shortfalls and unprotected assets all lead to an unstable financial foundation.
What the plan covers
Your true net worth, mapped. Consolidates crypto, brokerage accounts, retirement plans, real estate, private holdings, business interests, debts, and liabilities into one view.
Retirement projections built for crypto. Multiple scenarios using the actual volatility profile of digital assets, including sequence-of-returns risk near retirement, a major drawdown, and a major run. Projections are hypothetical.
Tax strategy your CPA can use. Cost basis tracking, conversion timing, harvesting opportunities, asset location across taxable and retirement accounts, charitable giving structures. Modeled in advance.
Estate planning that covers digital assets. Wallet access, private key documentation, NFT and smart-contract positions, beneficiary designations, and the structural documents that connect to trust and entity work through DAG Private Client and independent qualified counsel.
An ongoing advisor who knows crypto. Fiduciary-level guidance from someone who understands digital assets. Quarterly reviews. Triggered conversations when life or markets change the picture.
Wealth has a job. The job has a number. The number gets revisited as life changes.
How the engagement actually works
01
Introductory call
A short conversation where DAG Wealth learns about your financial life and pain points. We review our planning process and determine whether our services are a fit.
02
Data gathering
DAG Wealth begins building your financial picture. We gather information on your assets, estate plan, tax returns, and family.
03
Goals and values
You meet with the planning team to discuss your goals and financial values. These help us determine cash flow needs now and in the future.
04
Plan delivery and maintenance
1-2 weeks after your Goals meeting your plan will be ready for review. After plan delivery, there will be a list of action items to be addressed over the next 90 days. Plan reviews will be quarterly for the first year.
What planning gives you
Stop deciding in a vacuum.
Financial decisions get evaluated against the complete picture. A real estate purchase, a crypto rebalance, a charitable gift, a Roth conversion, a business reinvestment: all measured against the plan.
Know when you have won.
Many clients arrive without a clear definition of what "enough" looks like for their situation. The planning process makes that question concrete.
Build something that lasts past the next cycle.
Crypto cycles are real. So are family transitions, business cycles, and the multi-decade horizon that wealth needs to navigate.
What financial planning fixes
- The scattered picture across accounts
- Reactive tax decisions
- Future projections that ignore crypto volatility
- Estate documents that miss digital assets
- Entity structure that hasn't kept pace with wealth
Questions
Frequently asked questions
Question 01 of 06
How is this different from Crypto Wealth Management?
Crypto Wealth Management focuses on the investment side: portfolio management, custody, rebalancing, and strategy on digital asset positions. Financial Planning is broader: the whole household balance sheet, retirement projections, tax strategy, estate planning, and life-goal planning. Many clients engage both.
Next step
The plan that connects what you have built to where you actually want to go.
Start with a discovery call. We learn what you hold, what you owe, and what you're working toward. The recommendation comes after.