DIGITAL FINANCIAL ASSETS
Comprehensive Financial Planning
and Investment Advicewith
Bitcoin and Cryptocurrency
Comprehensive Financial Planning
and Investment Advice with
Bitcoin and Cryptocurrency
Achieve Financial Freedom through the Future of Finance
Achieve Financial Freedomthrough the Future of Finance
Achieve Financial Freedomthrough theFuture of Finance
Bitcoin and cryptocurrencies (referred to here as digital financial assets) can be an important part of a modern financial plan. Strateon Intelligent Wealth will help you understand if, where, and how digital financial assets can effectively help you accomplish your goals. Digital financial assets bring great opportunities, but potentially higher risk and more complexities to navigate, so it's important to have a full understanding of the entire digital financial assets landscape. That's why Strateon Intelligent Wealth is the best advisor for you if you want to include digital financial assets in your financial plan and investment portfolio. With Strateon Intelligent Wealth you get...
Planning
Integrate digital financial assets and into your financial plan to help improve the risk-adjusted performance of your investments, achieve your goals, and include them in your estate and tax plans.
Advice
Receive advice you on whether digital financial assets and cryptocurrency should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield, and more.
Education
Learn CeFi and DeFi, purchasing, selling, transferring, and managing cryptocurrency, how to spend crypto, and the risks involved with digital financial assets and cryptocurrency,
Monitoring
Link your Coinbase and Gemini accounts, as well as your self-custody wallets, so that Strateon Intelligent Wealth can monitor your investments to help ensure you stay on the right track toward achieving your goals.
Investing in digital financial assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital financial assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.
Get Strateon Intelligent Wealth's Guide to Crypto Custody
DIGITAL FINANCIAL ASSETS
Get Strateon Intelligent Wealth's
Guide to Crypto Custody
Strateon Intelligent Wealth's Guide to Crypto Custody provides an overview of the custody options for digital financial assets and cryptocurrencies, with advantages, disadvantages, and risks. There is also an overview of wallet types, tips on what to consider when choosing a wallet, and more. All you have to do is subscribe to Strateon Intelligent Wealth's Insights Newsletter and you'll receive the free download. Click or tap on the image below to get the guide now.
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
- or -
DIGITAL FINANCIAL ASSETS CONSULTING
Bridge the Gap Between Owning and Mastering Bitcoin and Crypto
Secure Your Sovereignty with Expert Technical Consulting
While many investors understand the value of Bitcoin and other cryptocurrencies, the technical hurdles of self-custody, decentralized protocols, and exchange security can be daunting. Errors on the blockchain are irreversible, making technical literacy your most important asset.
Strateon Intelligent Wealth's Digital Financial Asset Consulting Service is designed for those who have already made the decision to invest but require expert, hands-on guidance to navigate the ecosystem safely. This is not an advisory service; we don't tell you what to buy. Instead, we provide the technical "flight manual" to ensure you can manage, move, and secure your assets with total confidence.
This is a standalone, technical consulting service billed at an hourly rate. It does not include financial planning or investment advice.
Advanced Digital Financial Asset Use Cases
- NFT Management: Technical training on minting, listing, and securely storing Non-Fungible Tokens.
- Stablecoin Utility: Instruction on the technical use of stablecoins for payments or preserving value during volatility.
- Legacy Planning: Technical consultation on how to ensure heirs can technically access assets in the event of an emergency.
Exchange & Platform Operations
- Account Navigation: Guided walkthroughs of Centralized Exchange (CEX) interfaces (e.g., Coinbase, Kraken).
- Order Execution Training: Instruction on market, limit, and stop-loss order types for buying/selling assets.
- On-Ramp/Off-Ramp Procedures: Training on moving fiat currency into and out of the digital financial asset ecosystem.
- Exchange Security: Setup of advanced security features including Whitelisting addresses and multi-factor authentication (MFA).
Self-Custody & Storage Solutions
- Hardware Wallet Options: Presentation and explanation of different hardware wallet options.
- Hardware Wallet Initialization: Physical setup and firmware updates for a hardware wallet.
- Seed Phrase Management: Best practices for the generation, secure storage, and physical protection of 12/24-word recovery seeds.
- Passphrase Implementation: Instruction on adding a "25th word" or passphrase for advanced wallet security.
- Multi-Signature (Multi-sig) Setup: Consulting on establishing wallets that require multiple private keys for transaction approvals
- Hot vs. Cold Storage: Strategy training on segregating assets based on frequency of use and security needs.
DeFi & Web3
- Browser Wallet Navigation: Setup and use of software wallets such as MetaMask, Phantom, or Rabby.
- DEX Interaction: Training on using Decentralized Exchanges (e.g., Uniswap, Aerodrome) for asset swaps.
- Liquidity & Staking Education: Technical instruction on how to participate in staking or providing liquidity to pools.
- Protocol Governance: Instruction on how to participate in on-chain voting and DAO (Decentralized Autonomous Organization) governance.
- Bridge Operations: Training on safely moving assets between different blockchain networks (e.g., Ethereum to Base or Solana).
Security, Research & Verification
- Blockchain Forensics: Teaching Client how to use block explorers to verify transactions and wallet balances.
- Contract Revocation: Training on how to use tools to cancel smart contract permissions.
- Scam Identification: Education on spotting phishing attempts, fraudulent air-drops, and common social engineering tactics.
- Project Infrastructure Analysis: Training on how to review project documentation, whitepapers, and audits to understand technical risk.
