Ready to Rethink Your Wealth Strategy?
Our BTC / crypto-currency consulting services
Consulting
We design strategies based on your time commitment and risk appetite
Wallet Services
Wallet, set up, staking, on boarding, exit strategy consult
Asset Recovery
Lost or frozen asset recovery
Inheritance Planning
Create a plan so your heirs are not left in the dark (coming soon)
Wallet Services Package
$998
Here’s whats included:
Selecting appropriate cryptocurrency wallets based on anticipated coins and tokens for investment (e.g., software, hardware, custodial).
Setting up and securing wallets, including private key management and multi-factor authentication.
Onboarding assistance, including exchange account creation, initial wallet setup, and education on platform use.
Acquisition and secure storage of client desired coins/ tokens for investment.
Off-boarding assistance, including guidance on closing accounts, transferring assets, diversification strategies and securely decommissioning wallets.
Asset Recovery Services Package
20% of recovered funds with a $500 minimum
Here’s what’s included:
Consulting and technical services to assist Clients in recovering access to lost or inaccessible cryptocurrency or Bitcoin assets.
Assistance with client recovery of assets including delivery to a new wallet and swap/ exchange guidance.
Seed phrase, platform, and exchange analysis.
Analyzing wallet data, recovering private keys, accessing blockchain records, or coordinating with third-party platforms or services.
Unbound Assets does not guarantee the recovery of any assets but will use reasonable efforts and industry-standard practices to attempt recovery.

BTC+Crypto Consulting
$495
2 hour Strategy Planning Session
Understanding IRS tax reporting requirements For cryptocurrency transactions (e.g., capital gains, Form 8949).
Best practices For cybersecurity and fraud prevention.
Optimizing cryptocurrency workflows Staking and swaps, and integration with exchanges or custodians.
Strategy planning Determine your financial goals, whether it's short-term gains, long-term wealth building, or generating passive income.
Market industry analysis Understanding market trends, geopolitical forces, and industry news as it pertains to your planning goals.
Bring your questions and ask us anything BTC or crypto!
Crypto-currency education
At Unbound Assets you get real, one-on-one support from advisors who’ve been in the space since the early days.
Whether you're a curious beginner or an active investor, you’ll learn how to make smarter decisions
—and avoid costly mistakes.

Wallet Services
$998
One time fee
Payment options
Crypto Asset Recovery
20%
of recovered amount
with a minimum of
$500
BTC + Crypto Consulting
$495
2 hours
Inheritance Planning
Coming soon!
Why choose Unbound Assets
as your crypto-consulting firm
Expertise We have been in the industry since 2013 and our team stays ahead of crypto trends, regulations, and technologies.
Personalized service Strategies tailored to your financial goals and risk tolerance.
Security focus Guidance on protecting your assets from hacks and scams.
Holistic approach Integration of crypto with your broader investment portfolio.
Ongoing support Regular updates, portfolio reviews, and access to our network of tax and legal professionals.
Schedule a consultation today to explore how we can help you succeed in crypto investing.
Frequently Asked Questions about Cryptocurrency Investing
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We offer:
Personalized strategies: Tailored investment plans based on your goals and risk profile.
Education: Guidance on crypto basics, wallets, and security.
Portfolio analysis: Recommendations on asset allocation and diversification.
Market insights: Updates on trends, regulations, and opportunities.
Tax and compliance support: Referrals to specialists for crypto tax reporting. -
Cryptocurrency investing involves buying, holding, or trading digital assets like Bitcoin (BTC), Ethereum (ETH), or other altcoins to potentially profit from price appreciation or other strategies. Unbound Assets provides tailored guidance to help you navigate this dynamic market.
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High growth potential: Cryptocurrencies have historically delivered significant returns, though past performance isn’t guaranteed.
Diversification: Crypto can complement traditional investments like stocks and bonds.
Innovation: Exposure to blockchain technology and decentralized finance (DeFi). Hedge against inflation: Some view Bitcoin as a store of value, similar to gold. We assess your goals and risk tolerance to determine if crypto fits your portfolio.
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Volatility: Prices can fluctuate dramatically (e.g., Bitcoin’s 20–50% swings). Regulatory uncertainty: Government policies may impact markets. Security risks: Hacks, scams, or lost private keys can lead to losses. Market immaturity: Many projects lack proven track records.
Our consulting services include risk management strategies to mitigate these challenges.
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Popular options include:
Bitcoin (BTC): Largest by market cap, seen as a store of value.
Ethereum (ETH): Powers smart contracts and DeFi applications.
Stablecoins: (e.g., USDT, USDC): Pegged to fiat for lower volatility.
Altcoins: (e.g., Solana, Cardano): Higher risk/reward potential.
We analyze projects’ fundamentals, use cases, and market trends to recommend assets suited to your objectives. -
Step 1: Define your goals (e.g., long-term holding, trading, staking).
Step 2: Choose a reputable exchange (e.g., Coinbase, Binance, Kraken).
Step 3: Set up a secure wallet (hardware or software).
Step 4: Fund your account and buy crypto.
Step 5: Monitor and manage your portfolio.
Unbound Assets guides you through each step, ensuring security and alignment with your financial plan. -
Hot wallet: Online or software-based (e.g., MetaMask), convenient for trading but vulnerable to hacks.
Cold wallet: Offline hardware devices (e.g., Ledger, Trezor), safer for long-term storage.
We advise on wallet selection and best practices for securing your assets. -
Trading fees: Exchanges charge 1–2% per trade.
Network fees: Gas fees for transactions (e.g., Ethereum’s vary from $1–$100).
Wallet costs: Hardware wallets cost $50–$200; software wallets are often free.
Tax preparation: Crypto transactions may require specialized tax reporting.
We help you optimize costs and select cost-effective platforms. -
Look for:
Security: Two-factor authentication (2FA), cold storage for funds.
Reputation: Strong reviews on platforms like X or Trustpilot.
Liquidity: High trading volume for better prices.
Regulation: Compliance with local laws (e.g., U.S.-based Coinbase is registered with FinCEN).
We recommend trusted exchanges and guide you through account setup. -
Yes, due to price crashes, scams, or security failures (e.g., losing private keys).
Unbound Assets emphasizes the following strategies:
Diversification to reduce exposure.
Secure storage practices.
Vetting projects to avoid scams.
Risk management to protect your capital. -
Holding: Buying and storing crypto long-term for price appreciation.
Trading: Actively buying/selling to profit from price swings (e.g., day trading).
Staking: Locking crypto to earn rewards (e.g., 5–10% annually on Ethereum).
We design strategies based on your time commitment and risk appetite. -
Use secure wallets: Prefer cold storage for large holdings.
Enable 2FA: On exchanges and wallets.
Avoid phishing: Don’t share private keys or seed phrases.
Research projects: Beware of “pump-and-dump” schemes or fake ICOs.
Unbound Asset consultants provide security audits and training to safeguard your assets. -
Blockchain is the decentralized ledger technology underpinning cryptocurrencies, ensuring transparency and security. Understanding blockchain helps you evaluate projects’ credibility and use cases.
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Stablecoins (e.g., USDT, USDC) are cryptocurrencies pegged to assets like the U.S. dollar, offering lower volatility. They’re useful for: Parking funds during market dips “ Trading: Quick conversions without fiat banking delays.
Earning yield: Through DeFi or centralized platforms (e.g., 3–8% APY). Risks include counterparty risk (e.g., issuer insolvency) or regulatory scrutiny.
Our firm evaluates stablecoin projects and recommends their role in your portfolio based on your goals. -
DeFi refers to blockchain-based financial services (e.g., lending, borrowing, or yield farming) without traditional intermediaries.
You can invest by:Buying DeFi tokens (e.g., Uniswap, Aave).
Participating in liquidity pools or staking. DeFi offers high returns but carries risks like smart contract bugs or impermanent loss.
We guide clients through DeFi opportunities, ensuring secure platforms and risk mitigation. -
Exchanges: Sell on platforms like Coinbase or Kraken for fiat or other crypto, with fees of 0.1–2%.
Peer-to-peer: Platforms like LocalBitcoins, but beware of scams. OTC desks: For large transactions ($50,000+), offering better rates. We assist with exit strategies, timing sales, and minimizing tax liabilities through trusted partners. -
Item descRetain: Transaction records (dates, amounts, prices, fees). Wallet addresses and private key backups (stored securely).
Exchange statements for cost basis and tax reporting. Receipts for staking or DeFi earnings. Our firm provides tools and referrals to tax software (e.g., CoinTracker) to streamline record-keeping and IRS compliance. -
Expertise: We have been in the industry since 2013 and our team stays ahead of crypto trends, regulations, and technologies.
Personalized service: Strategies tailored to your financial goals and risk tolerance.
Security focus: Guidance on protecting your assets from hacks and scams.
Holistic approach: Integration of crypto with your broader investment portfolio.
Ongoing support: Regular updates, portfolio reviews, and access to our network of tax and legal professionals.
Schedule a consultation today to explore how we can help you succeed in crypto investing.