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In 2018, shortly after getting married, my wife and I decided it was time to do the “responsible adult” thing: sit down with a financial planner and get our long-term roadmap in order.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a meeting with a large, reputable advisory firm. Ten minutes into the introductory call, the reality set in: they didn’t understand bitcoin, they hadn’t done the homework, and it was clear that the immediate recommendation was going to be to “rebalance,” selling the hardest money for a generic portfolio.
I did what countless Bitcoiners end up doing: I hid my bitcoin net worth from the advisor.
We walked away. And looking back years later, selling our bitcoin in 2018 would have been a devastating financial mistake.
For years, Bitcoiners have faced a frustrating dilemma: either deal with legacy advisors who urge you to sell, or go it alone with zero tax strategy, estate planning, or generational wealth guidance.
You shouldn't have to hide your wealth from the very fiduciary hired to help protect it.
That’s why I couldn’t be more excited to share my next chapter: I’m stepping in as Chief Marketing Officer at Verify Wealth.
At Verify Wealth, we believe financial advice needs an upgrade. Bitcoiners deserve comprehensive, fiduciary wealth management from experts who actually speak their language, understand real custody and security, and know how to integrate bitcoin seamlessly alongside traditional assets, tax strategies, and legacy planning.
We’re building the modern wealth firm for the next era of finance. If you’ve ever had to leave your bitcoin off the balance sheet when talking to a financial professional, your new home is here.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a meeting with a large, reputable advisory firm. Ten minutes into the introductory call, the reality set in: they didn’t understand bitcoin, they hadn’t done the homework, and it was clear that the immediate recommendation was going to be to “rebalance,” selling the hardest money for a generic portfolio.
I did what countless Bitcoiners end up doing: I hid my bitcoin net worth from the advisor.
We walked away. And looking back years later, selling our bitcoin in 2018 would have been a devastating financial mistake.
For years, Bitcoiners have faced a frustrating dilemma: either deal with legacy advisors who urge you to sell, or go it alone with zero tax strategy, estate planning, or generational wealth guidance.
You shouldn't have to hide your wealth from the very fiduciary hired to help protect it.
That’s why I couldn’t be more excited to share my next chapter: I’m stepping in as Chief Marketing Officer at Verify Wealth.
At Verify Wealth, we believe financial advice needs an upgrade. Bitcoiners deserve comprehensive, fiduciary wealth management from experts who actually speak their language, understand real custody and security, and know how to integrate bitcoin seamlessly alongside traditional assets, tax strategies, and legacy planning.
We’re building the modern wealth firm for the next era of finance. If you’ve ever had to leave your bitcoin off the balance sheet when talking to a financial professional, your new home is here.
Introducing the Verify Wealth Team: @phil_geiger, CMO
Phil is one of the most respected operators and educators in bitcoin. He's teaming up for the second time with Owner and Lead Advisor Jessy Gilger to scale bitcoin-native financial planning for high-conviction holders. While he won’t be advising clients directly, as CMO he’ll focus on educating people at the intersection of bitcoin and financial planning.
Phil has been professionally dedicated to putting keys in as many hands as possible since 2017. That same conviction now comes to Verify Wealth: financial planning built around how bitcoin actually behaves, with privacy-first communications, coordinated tax/inheritance/custody work, and flat-fee planning that doesn’t scale with your stack.View quoted post on X
