Find the Right Wealth Diagnostic

Choose the path that matches your current complexity. The main path is broad wealth first; digital assets are a specialty path when they are meaningful to the balance sheet.

For founders, executives, and owners with business value, equity compensation, liquidity events, concentrated stock, or token exposure where relevant.

~5 minutes · 10 questions

Entity Treasury Diagnostic

For companies, family entities, funds, nonprofits, and protocol treasuries assessing runway, liquidity, reserves, governance, and controls.

5-10 minutes · 10 questions

Digital Asset Diagnostic

For meaningful digital-asset exposure where custody, liquidity, concentration, tax coordination, estate access, and portfolio fit need review.

~5 minutes · digital-asset focus

Other assessment tools

Use these if you want a narrower risk-tolerance or decision-style screen, or if you prefer to skip questionnaires and talk with an advisor.

Protocol Wealth LLC is an SEC-registered investment adviser (CRD #335298). This assessment is for informational purposes only and does not constitute investment advice. All information is kept confidential in accordance with our privacy policy.

Not sure any of these apply?

The diagnostics above assume we are a reasonable fit and help you pick the right one. If you are not sure of that yet, five questions will tell you — including when the honest answer is that another adviser suits your situation better. Nothing is submitted; it runs entirely in your browser.

Take the fit check