DAiM Logo
Menu
close
Contact

Crypto Advisor

Welcome To DAiM

You Don't Need Another Exchange. You Need a Bitcoin Wealth Advisor.

For high-net-worth investors, buying Bitcoin is easy. Managing it wisely is not.
 
DAiM is a fiduciary, CFP®-led Registered Investment Advisor founded in 2018 to do what Coinbase can't and BlackRock won't: manage your Bitcoin and traditional wealth together in one complete strategy.
 
We work with clients in two ways:
  1. Manage your existing Bitcoin & crypto — from self-custody, exchanges, and other platforms into a professionally managed, secure, tax-optimized structure.
  2. Build your first strategic position — with institutional custody, execution, and a plan for taxes, estate, and long-term wealth.
CEO Bryan Courchesne speaking at UCI on 7/31/18
CEO Bryan Courchesne speaking at UCI on 7/31/18

THE PROBLEM YOU ACTUALLY HAVE

You didn't search for "how to buy crypto." You searched for "help investing in crypto."

Coinbase is a brokerage account. No advice. No tax planning. No estate plan. You are on your own. A Bitcoin ETF from BlackRock is a stock ticker. It doesn't integrate with your financial plan, your CPA, or your legacy. When you hold $500k+ in digital assets — or want to — you have different problems:
  • How much Bitcoin should I actually own in a diversified portfolio?
  • How do I get out of self-custody without creating a taxable nightmare?
  • How do I protect this from estate tax, probate, and lost keys?
  • How does this fit with my retirement, business sale, and charitable goals?
That's not a trading problem. That's a wealth management problem... DAiM was built to solve it.

Schedule a Private Consultation Now...

Email Us Directly

THE DAiM SOLUTION:

A COMPLETE WEALTH STRATEGY FOR THE DIGITAL ASSET ERA

We don't just manage crypto. We manage your entire financial life with Bitcoin thoughtfully integrated.

1

Private Wealth Management for Bitcoin

Separately Managed Accounts (SMAs) in your name, held with a qualified, insured custodian. Not a commingled fund. Not an IOU.
  • Professionally managed Model Portfolio with a 6-year track record
  • Institutional execution and rebalancing
  • Options strategies for Qualified Purchasers
  • Secure institutional custody — audited, insured, and built for generational holding

2

Financial Planning from a Certified Financial Planner®

Every client works with a CFP® professional. We build your plan around:
  • Retirement and financial independence
  • Business succession and liquidity events
  • Charitable giving and generational wealth transfer
  • Risk management and complete portfolio integration

3

Crypto Tax Strategy That Saves You More Than It Costs

Coordinated with crypto-aware CPAs who live in this world every day:
  • Tax-efficient entry, exit, and rebalancing
  • Gain/loss harvesting and in-kind transfer planning
  • Staking, mining, and DeFi income reporting
  • Full administration, compliance, and IRS filings

4

Estate Planning for Digital Assets

Working with attorneys experienced in Bitcoin trusts and inheritance:
  • Eliminate single points of failure and lost-key risk
  • Structure revocable trusts, charitable trusts, and inheritance plans
  • Ensure your family can access your wealth when it matters

This is what we mean by Bringing Every Financial Decision Together.

Are you ready to get started?

Email Us Now!

Are we a good fit for you?

Who is this for?

We are a private wealth firm. We are selective. We are best fit for:
Investors holding $250k+ in Bitcoin/crypto across exchanges, wallets, and self-custody who need professional management and a real plan
High-net-worth individuals, founders, and executives who want to initiate a 1-5% strategic allocation to Bitcoin within a fiduciary relationship
Clients with IRAs, old 401(k)s, trusts, or business proceeds they want to allocate to digital assets tax-efficiently
If you are looking for leverage, meme coins, or day trading — we are not for you.
If you are looking to build meaningful, lasting wealth — we should talk.

WHY DAiM?

We manage your Bitcoin and traditional wealth together in one complete strategy.
First of its kind: Licensed RIA for Bitcoin and Digital Assets since June 2018
Fiduciary, always: We are legally required to act in your best interest
Based in Florida, serving clients nationally: With institutional-grade custody and compliance
One team: Your CFP®, your crypto-aware CPA network, and your estate attorney — all coordinated through one advisor relationship
"Building meaningful wealth isn't just about growing assets. It's about creating a coordinated financial strategy that supports the life you want to live and the legacy you want to leave."

READY TO BRING ORDER TO YOUR CRYPTO WEALTH?

Whether you have held Bitcoin since 2017 or you are ready to make your first allocation, we will create a private, no-obligation plan to show you how it should be managed. What happens in your consultation:
  1. A complete review of your current holdings and goals
  2. A clear recommendation on structure, custody, and allocation
  3. A tax and estate integration map

Two Starting Points:

1

I Already Own Crypto: Start with a Portfolio Transfer & Tax Review
We handle in-kind transfers from exchanges and self-custody without forcing a sale.

2

I Want to Start: Start with a Strategic Allocation Plan
We design your entry strategy and implement it with institutional execution.

Schedule a Private Consultation Now...

Email Us Directly
DAiM | Digital Asset Investment Management is a Registered Investment Advisor. Our assets are held by a qualified custodian that is insured, audited, and reliable.
Copyright © 2026 DAiM - All rights reserved

Built And Operated In The USA

chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram