Work With Us

Certified Digital Asset Specialist for Modern Wealth Firms

The Numbers Advisors Can’t Ignore

A recent survey of young high-net-worth U.S. investors showed:
• 35% have already switched advisors because they weren’t offered any crypto guidance
• 84% plan to increase their crypto exposure in the next year

The most alarming part?
They explored their options quietly long before telling their advisor.

It’s not your fault — advisors have had their hands tied for years when it comes to digital assets. Compliance, unclear regulations, and firm policy created a gap between what clients want and what advisors could safely provide.

We're Certified

We hold certifications in Blockchain and Decentralized Finance.

We're Experienced

We have over ten years experience in emerging technologies. Web3 is a specialty.

We're Recommended

Clients appreciate the important work we do, enough to recommend us to their friends.

The Token Trust Advisor Partnership

The quiet solution that sits in the background of your business, helping your clients get the clarity they’re seeking — without creating new compliance burdens or changing your workflow.

How we work with you

 

1. Firm-Wide Full Substack Access

Your clients subscribe for free. They'll be upgraded to full access at no cost.

They receive:

  • Full weekly Front Run The Week

  • All Signals (tokens for the watch-list)

  • Digital Dollar Onboarding if desired

  • Tokenization explainers

  • Notes and market commentary

  • Intro materials for Base, USDC and on-chain finance

  • Future vault access walkthroughs

Your firm pays the fee. Every client gets the education.

This alone is worth many multiples of the partnership cost.

2. Quarterly Advisor Briefing (30 minutes)

I meet with your firm — not your clients.

You get:

  • A macro + digital-asset landscape update

  • Tokenization trends

  • Stablecoin developments

  • Base ecosystem shifts

  • AI compute narrative (TAO and related)

  • What clients are asking industry-wide

  • How to talk safely about these topics

  • Digital Asset Treasuries to pay attention to

High signal. No complexity. Saves you hours.

3. Quarterly Client Overview

Delivered for your firm to distribute. Explains, safely and clearly:

  • What’s happening in crypto

  • What digital dollars mean

  • Why tokenization matters

  • What Base, Ethereum and more

  • Intro to the upcoming vault

  • What risks clients should avoid

This replaces dozens of individual client conversations.

4. Advisor-Only Email Access

Your team can ask questions anytime. Get clear guidance you can use in client meetings.

5. Certified Digital Asset Partner Badge

Your firm can display:
“Certified Digital Asset Resource — Token Trust Advisors”

This is a competitive differentiator that younger clients instantly respond to.

Why Firms Choose Token Trust Advisors

✔ Protect Your Book of Business

Clients are switching advisors for crypto access. This stops that trend cold.

✔ Reduce Compliance Risk

I educate. You advise. The line stays clean and safe.

✔ Zero Time Drain

No client-by-client calls. No chaos. Just one relationship with your firm.

✔ On-Chain Credibility (OTEC + Base)

Clients can safely learn to trade a real token (OTEC) paired with USDC — without gambling, speculation, or scams. We created OTEC, listed on Alien Base and Coinbase.

✔ A Simple Vault for Beginners

Once launched, clients can explore BTC/ETH/OTEC through a transparent Enzyme vault — a familiar structure for advisors.

✔ A Long-Term Ecosystem They Can Trust

Substack → Vault → OTEC → Education → Advisors

It’s the safest way for new investors to understand digital assets.

Who This Is Designed For

  • Boutique financial firms

  • Independent RIAs

  • Solo advisors with 50–200 households

  • Firms losing clients to younger advisors

  • Firms with clients asking about stablecoins, tokenization, digital dollars, or crypto

  • Firms needing a trustworthy, independent specialist

If your clients are reading headlines that you can’t speak to directly, you need this partnership.

If you’re exploring ways to protect client relationships, you can book a meeting with me here.