A New Era For Wealth Management

I’m going to ask you to do something I don’t usually do.

Pull up a name in your head. Someone you know who’s been in traditional wealth management for a while. The kind of advisor who built their book the hard way through cold calls, referrals, spaghetti dinners in towns Google Maps gets confused about, and one more pancake breakfast at the VFW.

You probably have at least one. A college friend. A brother-in-law. The guy from church. The advisor who handles your parents’ retirement.

Hold them in mind for a second.

Here’s what’s happening on their side of the desk.

94% of advisors got a crypto question from a client last year. Most gave some version of “I can’t help.” Compliance said wait. Their B/D said pass. The big firms wrote it off as a 2017 fad that didn’t grow up. When a client asked, the safest move was “we don’t do that here.”

That answer has a price tag, and it’s going up.

Client demand always finds an answer. If it isn’t coming from your friend, it’s coming from a nephew, a Reddit thread, or a salesperson at a crypto-native shop who is plenty happy to start the conversation. That’s how a book walks out the door, ten thousand dollars at a time. Your friend might not see the migrations until the rollover paperwork hits their desk.

We built DAG and DWP to do this work for clients who came to us directly. Qualified custody, clean reporting, tax lots that don’t fall apart in an audit, estate work that actually accounts for self-custody. It took a while to get right.

Plenty of great advisors are facing the same client demand we built for, with none of the infrastructure to handle it. So we built the ability to support them too.

Here’s what we offer the advisor in your life:

• We act as their sub-advisor for digital assets. The client relationship stays with them.

• Everything operational sits on our side. Custody. Reporting. Tax. Compliance.

• Qualified third-party custodians with OCC oversight, segregated accounts, insurance coverage, bankruptcy-remote protections.

• Their E&O carrier sleeps fine. Their client gets the same custody safeguards they expect from their equity book, applied to the asset class they keep asking about.

Connor McLaughlin is leading the advisor side of this at DAG. He’s most likely the one your friend would talk to. He knows what a B/D conversation sounds like, and he won’t waste anyone’s time. They can fill out the form here https://www.digitalwealthpartners.net/what-we-do/sub-advisory-services/ or call at (307) 309-2027 to get the conversation going.

So here’s the ask:

If a name came up while you were reading this, forward this email to that person and we’ll help answer all their questions.

One forward. That’s the whole favor.

P.S. If you’re not sure whether the advisor you’re thinking of actually needs this, ask them this question the next time you talk:

“When clients ask about crypto, what do you do?”

Their answer will tell you everything.

If it’s some version of “I tell them to be careful and we don’t touch it,” they need to see this email. If they already have a clean answer, great, we’d love to know who’s solving this well so we can learn from them.

Either way, you find out something useful about the person handling money for people you care about.