Jeffrey Goyette Jr — Bitcoin & Digital Asset Financial Advisor

Jeffrey Goyette Jr is a trusted Bitcoin and digital asset financial advisor serving clients in Palm Beach Gardens, FL. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Jeffrey helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Jeffrey Goyette Jr is a Senior Wealth Advisor at Dakota Wealth Management, bringing nearly a decade of experience in fostering relationships with multi-generational families, high-net-worth professionals, and business owners. His expertise spans investments, alternative investments, retirement planning, and estate planning. As a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, Jeffrey is dedicated to providing thoughtful and intentional guidance, empowering clients to achieve their long-term financial goals.

Before joining Dakota, Jeffrey honed his skills as a Wealth Advisor at JMG Wealth Management Group, Inc. His experience in a family-run business instilled in him a deep appreciation for legacy and the values of enduring relationships. He believes that time is his clients’ most precious resource and strives to help them spend it meaningfully, alongside those they cherish, which he considers the ultimate measure of success.

Jeffrey earned his Bachelor of Arts degree in Economics from Bucknell University, where he was honored to serve as Captain of the Football Team and received the team’s Leadership Award during his senior year. He holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Plan Fiduciary Advisor (CPFA®) credential.

Outside of his professional endeavors, Jeffrey finds joy in spending quality time with his family. He resides in Mechanicsburg, PA, with his wife, Alicia, and their two daughters, Cecelia and Dorothy. In his spare time, he enjoys golfing, traveling, and playing guitar, sharing his passion for music through occasional live performances.