Wealth Management for Bitcoiners

Asset management, retirement strategy, estate and bitcoin inheritance planning, so your future is built on sound money advice

"If Bitcoin represents a material portion of your net worth, I highly recommend working with Strong Wealth. They have an incredibly impressive understanding of the bitcoin technology including how individuals should approach security and succession."
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Asset Management
Bringing Wall Street to Main Street
Fluvius - our proprietary, active investment strategy designed to intelligently incorporate bitcoin alongside equities and commodities in your portfolio to provide strong growth, without sacrificing diversification or downside protection.
Expertly crafted market analysis and research relevant to your wealth, so you feel confident you’re positioned for success.
Easy to use client accounts, real-time performance updates, and transparent fee billing, so you always know exactly how you’re doing.
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Retirement Strategy
Financial Independence To Do What You Want
Comprehensive retirement projections factoring in spending, goals, retirement age, giving, taxes, volatility, asset allocation, asset location, social security, and more. 
Withdrawal strategy and asset allocation coordination to allow you to live off your portfolio now, without forfeiting upside growth, so you never run out of money.
What-if scenario simulations to ensure your plan is prepared for anything.
Annual plan updates, so your strategy is always up to date with your latest data and economic circumstances.
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Estate & Bitcoin Inheritance Planning
Preventing Your Wealth From Dying with You
Complete estate and bitcoin inheritance plan audit to uncover blind spots.
Education and guidance on trusts to ensure privacy, control, and estate tax avoidance. Collaboration with your attorney to ensure bitcoin is incorporated appropriately.
Strong Wealth Bitcoin Custody Framework and Inheritance Plan template to provide a fool proof solution for your family to access your bitcoin.
Beneficiary designations and power of attorney assignments, so your heirs have the authority to inherit or act on your behalf if necessary.
WORKING WITH STRONG WEALTH

What You Get

Bitcoin-aligned planning that integrates custody, tax strategy, investments, estate coordination, and ongoing guidance into one simple service
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We believe in God, not government and that allows us to see clearly as we guide you to financial freedom despite our broken financial system.

Built for people just like you.

Click the profiles below to learn more about how planning makes an impact in your life:

Services

A breakdown of our three offerings - plans, investments, and partnership

Project
3-6 month limited scope engagement to receive a plan that you can implement on your own
One-time comprehensive financial plan
Bitcoin custody & security guidance
Bitcoin inheritance planning review
Tax strategy and planning review
Investment allocation recommendations
Written action plan
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Partner
Receive a comprehensive plan with proactive engagement and unlimited access to our team
Asset Management
Retirement Strategy
Estate Planning
Bitcoin Custody & Inheritance Guidance
Semi-annual plan update meetings
Unlimited advisor access
Investor Newsletters
$8,000 minimum annual fee
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Invest
An investment-only relationship designed to help you manage your wealth effectively
Asset Management
Investor Newsletters
Annual Performance Review
1% minimum AUM fee
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Project
Limited-scope 90 day project to address a specific financial question or situation
Estate Planning
Bitcoin Custody & Inheritance Protocol
Retirement Plan
Portfolio Review
Summary Action Plan
$4,000 minimum fee
THE PLANNING PROCESS

How It Works

1
Discover
After you accept our proposal, we'll begin by building our relationship through learning more about you, your family, and your goals to establish trust.
​Then we will gather all the facts about your financial situation, so we have zero blindspots and everything cohesively aligns.
01
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2
Verify
We'll run your situation through our wealth analysis framework, factoring in the giant orange pill that changes everything. Educating you along the way.
Partner with you to discuss opportunities, risks, and trade offs before honing in on the best path forward.
02
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3
Execute
Assemble every decision point and action item to create a clear, specific plan for short and long term success.
​Continuously monitor your situation, hold semiannual check-ins, and provide accountability to execute on your plan to reach your goals.
03
Snow-capped mountain range with a valley, pine trees, and two wooden cabins on a grassy hillside.
Our team will provide a complete picture of your financial journey from where you are now to where you want to go. You'll never have to guess what you should do or lay awake at night with unanswered questions spinning in your mind.

What Our Clients Say

Martin
Retired Early

"I had a fantastic experience working with Strong Wealth.

They tailored the advice and provided expert guidance. It has been invaluable in helping me reach my financial objectives.

​Highly recommend their services!"

Connor
Business Owner

"I've worked with a couple financial planners in the past and they were all so focused on one particular investment or strategy.

​The Strong Wealth team looks at everything you are doing - from personal income to your business - and lays out a custom plan to grow your wealth.

​They have immense knowledge and will educate you on all of it. They have given me a clear picture and removed all my stress."

Emmett
Retiring Early

"Working with Strong Wealth was a bit of a leap of faith for me. I had gone from being a DIY investor to working with a large national broker with cookie cutter solutions and knew I wasn't getting what I was paying for.

With Strong Wealth, I have found exactly what I was looking for. Jacob has taken the time to truly understand our family's situation and financial needs, develop and execute a plan, communicate regularly, and educate along the way. All this while delivering world-class results."

I could not recommend Jacob and Mitch more highly."

Fred
Retiring Early

"Mitch & Jacob have done an outstanding job helping us get to the retirement "finish line" we're aiming for.

​They recommended a change in my business compensation structure that saved us considerable taxes.

​They changed they way I look at social security claiming strategies, roth conversions, investing, and other subjects I thought I had figured out."

Zach
Retiring Early

"Mitch and Jacob are great. They are very knowledgeable and they spend time to understand current state and future goals in order to put together a very comprehensive financial plan.

Partners and friends on the journey and not just paid advisors….good guys with good values.

Highly recommend."

Brian
Bitcoin Custody Project

"If Bitcoin represents a material portion of your net worth, I highly recommend working with Strong Wealth.

They have an incredibly impressive understanding of the bitcoin technology including how individuals should approach security and succession.

This is, of course, on top of the typical knowledge base you would expect from any financial planner. Great experience!"

Mark
Retired Early

"I initially engaged these guys because I wanted two things: First an advisor who was Christian and understood my deep desire to honor Christ with my finances.

And second, an advisor who understands bitcoin and the role I want it to play in my finances. And before I signed on with them they put together an outline of how they were going to help me that includes both of those priorities. And since I’ve engaged with them, they have more than met them.

I am quite happy that I chose to have Jacob & Mitch help me and my family."

Michael
Retiring Early

"After just four months, the results have already exceeded our expectations.

Making the decision to transition to them in 2025 was one of the best financial decisions I've ever made for our family and future generations.

I highly recommend Strong Wealth for anyone looking for knowledgeable advisors who genuinely care about their clients."

Josh
Retiring Early

"Mitch and Jacob bring a wealth of knowledge and experience to their relationships with clients.

They are incredibly thoughtful, pleasant to work with, and have helped us find a clear, actionable financial path forward.

We would recommend them highly."

Build Your Bitcoin Wealth Plan Today

Asset management, retirement strategy, estate and bitcoin inheritance planning, so your future is built on sound money advice

Schedule a Free Discovery Call