CFP® | Chief Compliance Officer @Protocol_Wealth Fiduciary, non-custodial crypto-native wealth & treasury management SEC-registered RIA

Colorado, USA
Joined August 2019
This is the moment we built Protocol Wealth for. When we started the firm, we saw a clear gap. People who had built significant wealth in Bitcoin, protocol tokens and other digital assets deserved professional financial advice. They needed sophisticated wealth management, thoughtful custody structures and advisers who understood both traditional finance and the onchain world. That combination was difficult to find. Then the bear market arrived. Protocol tokens fell sharply. Even major digital assets experienced significant declines. Planning felt less urgent. But every market cycle tends to produce the same lesson: During the bull market, people assume it will continue. During the bear market, they wish they had made a plan while prices were higher. Now, market activity is returning - but this moment is bigger than another crypto cycle. Stablecoins are becoming more widely used for payments and yield. More traditional assets are being tokenized. A greater share of personal wealth will be represented on blockchains and potentially used within DeFi. Investors will still need help answering familiar questions: • How much risk am I taking? • How concentrated am I? • What should I sell, retain or diversify? • How does this wealth support my family and long-term goals? But they will also face newer questions: • How should these assets be custodied? • Which wallets, platforms and smart contracts are appropriate? • How do I evaluate on-chain opportunities and their risks? • How do I move safely between traditional and on-chain financial systems? That is what we have been preparing for. We’ve combined decades of traditional financial experience with deep knowledge of crypto, DeFi, wallets, custody and security. We’ve built the technology, reporting and operating systems needed to advise clients across both worlds. AI is becoming part of that evolution as well - not as a replacement for judgment, but as a tool to operate more efficiently and do more for clients while protecting their information. For @JasonLeupold, @nickryg and me, this is the convergence we anticipated when we started @Protocol_Wealth. And it feels like the work is just beginning.
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Defense came to play…again Hook em!
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Best athlete in the league rejecting the alien for the win
🚨 AMEN THOMPSON GAME-SAVING BLOCK ON WEMBY 😳😤
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A Friday question: If you couldn’t access your crypto on Monday, would your family know what to do? Not your seed phrase - just where assets are held, whom to call, how recovery begins and where instructions live. A custody plan isn’t complete if it only works when you’re available.
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Choosing a wallet tells you where your tokens land. It doesn’t tell you who can trade, withdraw, change permissions, recover access or take over if you can’t act. That’s why custody isn’t a destination. It’s an operating system.
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Good have a talented back that can get hit in the backfield when the play call doesn't include adequate blocking. Maybe he gets back to the line instead of losing 2 yards.
BREAKING: ELITE 5⭐️ Nathan Niswanger, No.1 overall RB & No.4 overall player, has Committed to Texas! The 6’1 191lb HB from San Diego, CA chose the Longhorns over Michigan #CFB27
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I have new hope. Met with a young investor who has done very well in crypto. After growing wealth through some memecoins and NFTs, he used his knowledge and understanding of crypto to come up with an investment thesis for this cycle. He has moved into only a few assets that fit his thesis, and has targets to the upside, and values to the downside that invalidate the thesis. He is also showing maturity in asking for guidance from financial professionals. - Budgeting - Cash flow - Custody - Tax planning - Diversification Great to see someone taking wealth they made on their own, and realize they don't need to risk it all over and over at this point. Also great to know there are finally investment theses beyond hopium. More investors like this. @Protocol_Wealth
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Why would an SEC-registered investment adviser join the @tacoalition? We don’t issue tokens. We don’t tokenize funds or other assets. We joined because financial advisers may become one of the most important markets for tokenized investments—and the infrastructure needs to work for fiduciaries before that can happen. Investment advisers reported approximately $177 trillion in regulatory assets under management in 2025. If a meaningful portion of the investment world moves onchain, advisers will not simply be watching from the sidelines. We will be responsible for: • Evaluating the underlying investments • Understanding how the tokens are structured • Determining whether they belong in client portfolios • Solving for custody, reporting and tax data • Explaining the risks to clients • Monitoring the investments as fiduciaries Earlier this year, I wrote an article with the Tokenized Asset Coalition explaining why tokenized assets were not yet ready for meaningful allocation by RIAs. Since then, we have seen regulatory progress, more assets come onchain and greater real-world use of stablecoins. But there is still plenty to build. We are also hearing directly from clients who already hold significant wealth onchain. They do not necessarily want to move everything back to a traditional brokerage account simply to access traditional investments. They want onchain portfolios that can include both crypto assets and appropriately structured real-world investments. Protocol Wealth joined the Tokenized Asset Coalition to represent that perspective. We’re joining a strong cohort that includes Ascend, Control, @cryptio_co , the Digital Securities Initiative, the @EntEthAlliance, @eulerfinance, Lava, @OpenZeppelin, Overmatch Capital, @reserveprotocol and @trize_io. Tokenization will not reach its potential simply because an asset can be placed onchain. It will reach its potential when investors and their advisers can responsibly use it. We’re excited to help build that future. @Protocol_Wealth
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I would say 95% chance Cignetti is the UT coach next season
It’s all fun and games until Curt Cignetti is a Texas Longhorn
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Sark is a top 5 worst coach in the country. You can’t consistently have the best talent and not dominate
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Adam Blumberg, CFP ® retweeted
You've followed what we're building. Now, drive the strategy. DMs are open for believers: ➤ Head of Digital Assets Product Strategy ➤ Head of Franklin Crypto Capital Formation ➤ Head of Franklin Crypto Private Credit ➤ Program Manager, Digital Audience Engagement ➤ VP, Business Development, Crypto Markets Ready to shape the future? ⬇ ⬇ ⬇ ⬇ ⬇
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Honored to be a part of the @TACoalition, and alongside such important companies in this space. The next TRILLION won't come onchain by accident. It will take consolidated efforts from all parts of the financial system to bring the assets into the more efficient networks, and later find new opportunities for capital and investors. Let's go 🚀
Very excited to announce we're welcoming 12 new members. Another step toward our mission of onboarding the next TRILLION of assets onchain. With the SEC opening the door to tokenized stock trading onchain: - We've added a regulated broker-dealer building lending against tokenized NMS stock - We're deepening our DeFi bench with leading lending protocols and onchain asset managers - We've brought on the infrastructure tokenization runs on: smart contract security, onchain accounting, blockchain data and self-custody - We've expanded into Canton, an ecosystem institutions are adopting quickly - We're strengthening our research and policy work with two of the most respected standards and policy groups in the space Meet the new TAC members: tacoalition.org/p/welcome-to… We also unveiled the Global Access Protocol (GAP) today, a framework for making tokenized securities composable in DeFi. More on this next week. Thank you to our returning members, alums and partners for continuing to build this with us! cc: @AscendFi, @controlprivate, @cryptio_co, @EntEthAlliance, @eulerfinance, @lavanetxyz, @OpenZeppelin, @Protocol_Wealth, @reserveprotocol, @trize_io
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Self-custody does not mean “no custody risk.” It means you have chosen to manage that risk yourself. The recent issues involving tampered hardware wallets are a reminder that moving assets off an exchange does not make every risk disappear. It changes the risks you need to manage.
🤖 Made with AI
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Some conversations we've been having with clients: • A combination of custody methods based on which assets are being held, traded, staked or used onchain
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For many families, the right answer may not be one wallet or one custodian. It may be a custody architecture designed around control, access, use and recovery. If digital assets represent a meaningful part of your family’s wealth, custody should be part of the financial plan - not an afterthought.
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