Find confidence in adding digital asset investments to your portfolio. WealthX integrates digital and traditional investments into one powerful strategy for building your wealth while keeping your assets protected.
Very few operate in both worlds, and even fewer can explain how the two work together.
But blockchain and digital assets like Bitcoin, Ethereum, and Solana are not a fad. They’re the future of wealth. They provide powerful opportunities for financial growth, and advisors who ignore them are failing their clients.
WealthX offers active management of both traditional investments and digital assets, and asset protection strategies, unified under a single fiduciary relationship.
If you’re feeling left behind as others embrace digital asset investments but want to see how everything fits together, we can help.
WealthX manages your wealth through a three-pillared approach to building and protecting your wealth.
Stocks, bonds, ETFs, are still proven building blocks of long-term wealth, and they form the core of every WealthX client strategy.
Your portfolio is managed by fiduciaries with decades of experience at Wall Street’s most prestigious firms.
We actively manage Bitcoin, Ethereum, and other established digital assets on your behalf.
There are no third-party ETFs. You hold the actual token, which is custodied at a federally-chartered bank through our partnership with Anchorage Digital.
Asset protection strategies to create a hedge against market volatility and wrap protection around your entire portfolio.
You’ll establish a portfolio that is both tax-efficient and protected from loss.
Engage WealthX as your Digital Asset Advisor
without leaving your existing relationship.
J.T. Thomson and Doug Brown bring decades of experience at the world’s leading firms to their work as fiduciaries for WealthX’s clients. They share more than 50 years of combined experience and have advised on more than $2 billion in client assets throughout their careers.
For WealthX clients, they are always just a phone call away. Clients have direct access to their wealth managers, and we take great care to fully educate clients on every decision they make.
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“I’m a rotating gallery of testimonials from WealthX clients (possibly a future addition) who speak to the incredible care and financial guidance their team has provided.”
“I’m a rotating gallery of testimonials from WealthX clients (possibly a future addition) who speak to the incredible care and financial guidance their team has provided.”
“I’m a rotating gallery of testimonials from WealthX clients (possibly a future addition) who speak to the incredible care and financial guidance their team has provided.”
A simple conversation helps us understand where you are, what you’re looking for, and whether WealthX is the right fit for you.
Your wealth strategy is implemented with ongoing monitoring, regular reporting, and direct access to your advisors at every step.
A simple conversation helps us understand where you are, what you’re looking for, and whether WealthX is the right fit for you.
Our wealth management strategies embrace every opportunity
to build your wealth and prepare you for the road ahead.
