Your Portfolio Diagnostic Call Is Confirmed
You'll receive a calendar invite and confirmation email shortly. This is a focused 30-minute conversation — no pitch, no pressure. Just a clear picture of where your personal wealth structure stands and what the gaps are.
What to Expect on the Call
We'll review your diagnostic results together and discuss what they mean for your specific situation.
We'll identify the 2–3 most significant risks in your current wealth structure — concentration, liquidity, custody/access, tax coordination, estate coordination, or otherwise.
You'll leave with a clear sense of what a documented personal wealth plan looks like for a founder, executive, or owner in your position.
If there's a fit, we'll discuss what working together looks like. If there isn't, we'll tell you that too.
Optional: Come Prepared
You don't need to prepare anything for this call — but if you want to make the most of the 30 minutes, having rough answers to these questions will help us go deeper faster.
Know your approximate net worth breakdown
What % is in one company, equity grant, private business, token, public markets, real estate, cash, or other assets?
Know your liquidity situation
How much of your wealth is liquid today — accessible within 30 days without significant market impact?
Know your income picture
Do you have salary, business distributions, equity or token liquidity, or are you dependent on asset sales for living expenses?
Think about your vesting schedule
When do your next significant unlock events occur, and do you have a plan for them?
Bring your biggest open question
What's the one wealth decision you've been putting off or are most uncertain about?
While You Wait
Protocol Wealth, LLC is an SEC-registered investment adviser. Scheduling a consultation does not establish an advisory relationship. Advisory services are provided only under a signed advisory agreement.