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Bitcoin Financial Advisors in New York, NY
1 Vetted Professional • CBDA℠
Connect with certified Bitcoin financial advisors serving New York and the greater NY area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Enri Dama
Managing Partner
Featured
CBDA℠
Enri Dama is the Managing Partner at WealthEdge Advisors, where he leads a dedicated team of investment professionals in providing comprehensive advisory services tailored for high-net-worth families and individuals. His expertise spans investment management, financial planning, tax planning, and intergenerational wealth transfer, ensuring that clients receive personalized strategies that align with their unique financial goals. With a strong focus on private alternative investments, Enri has developed a deep proficiency in direct real estate investments, real estate investment funds, private equity, and private credit strategies, as well as structured products. As the Director of Alternative Investments, he is responsible for overseeing due diligence, cultivating sponsor relations, conducting risk assessments, and monitoring investments. His extensive network within the alternative investment community opens doors for clients, allowing them to participate in exclusive opportunities typically reserved for industry insiders. Enri’s commitment to innovation is reflected in his ability to merge his personal passions for wine and art with investment strategies, creating unique vehicles in these sectors that have demonstrated strong performance. This creative approach not only diversifies client portfolios but also enriches their investment experience. Outside of his professional endeavors, Enri enjoys exploring the worlds of fine wine and art, further enhancing his ability to connect with clients on a personal level.
Why Choose a Bitcoin Financial Advisor in New York?
Working with a local Bitcoin financial advisor in New York, NY offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the NY area.
Services Offered by New York Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate NY tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our New York Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management