BITCOIN, CRYPTO, DIGITAL ASSETS, & DEFI

The Future is Right Here

Bitcoin and cryptocurrencies (referred to here as digital assets) can be an important part of a modern financial plan. Escient Financial will help you understand if, where, and how digital assets can effectively help you accomplish your goals. Digital assets bring great opportunities, but potentially higher risk and more complexities to navigate, so it's important to have a full understanding of the entire digital assets landscape. That's why Escient Financial is the best advisor for you if you want to include digital assets in your financial plan and investment portfolio. With Escient Financial you get...

Planning

Integrate digital assets and cryptocurrency into your financial plan to help achieve your goals, and include them in your estate and tax plans.

Advice

Receive advice you on whether digital assets and cryptocurrency should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield on your crypto, and more.

Education

Learn CeFi and DeFi, purchasing, selling, transferring, and managing cryptocurrency, how to spend crypto, and the risks involved with digital assets and cryptocurrency,

Management

Escient Financial recognizes that digital assets can be confusing, complicated, and difficult to use and invest in. To allow clients to take advantage of investing in digital assets, Escient Financial utilizes Onramp Invest, a Securitize company, for managing client's bitcoin, crypto, and digital assets on Gemini.

Monitoring

Even if Escient Financial isn't managing your digital assets, it's important to properly monitor your investments. Through Onramp Invest, you can link your Coinbase and Gemini accounts so that Escient Financial can monitor all of your investments as part of your comprehensive financial plan to help ensure you stay on the right track toward achieving your goals.

Bitcoin, Crypto, & Digital Assets Planning Focus Areas

Purchasing, Selling, Trading Crypto

Spending & Transferring Crypto

Self-Custody of Crypto & Digital Assets

Crypto Portfolio Construction

Crypto Portfolio Analysis

Direct Crypto Investments

Indirect Crypto Investments

Ecosystem Investments with Stocks & Funds

Centralized Finance (CeFi)

Decentralized Finance (DeFi)

Lending and Borrowing Crypto

Crypto Mining

Earning Yield with Crypto

Staking and Yield Farming

Tax Planning with Crypto

Estate Planning with Crypto & Digital Assets

Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

Get Escient Financial's Guide to Crypto Custody

Escient Financial's Guide to Crypto Custody provides an overview of the custody options for digital assets and cryptocurrencies, with advantages, disadvantages, and risks. There is also an overview of wallet types, tips on what to consider when choosing a wallet, and more. All you have to do is subscribe to Escient Financial's Insights Newsletter and you'll receive the free download. Click or tap on the image below to get the guide now.