Your Complex Wealth 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 wealth structure stands and where the gaps are.
What to Expect on the Call
We'll review your Complex Wealth 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, income needs, volatility, custody/access, or structural.
You'll leave with a clear sense of what a documented fiduciary process would review first.
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 asset allocation
What % is in equities, fixed income, business value, crypto or digital assets, real estate, cash, and other asset classes?
Know your liquidity situation
How much of your wealth is liquid today — accessible within 30 days without significant market impact?
Know your income and liquidity picture
Which assets fund expenses or opportunities today, and which are illiquid, locked, or difficult to access?
Know your largest position
What's your single biggest holding as a percentage of total portfolio value?
Bring your biggest open question
What's the one portfolio decision you've been putting off or are most uncertain about?
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.