Private Clients, Professionals & Their Clients
Non-Custodial Crypto Security Services
Confidential, hands-on consulting for private clients, families, businesses, and professionals whose clients need technical digital asset security support. Client-controlled by design. No custody. No financial advice.
Who our services directly benefit
The same non-custodial expertise supports clients directly and gives professionals a trusted technical lane for client questions.
Private clients
Individuals and families get safer wallet setup, clearer recovery planning, and a step-by-step process before they move or secure meaningful holdings.
Professionals
CPAs, attorneys, advisors, IT consultants, and cybersecurity consultants get a technical partner for crypto custody questions outside their scope.
Their clients
Your clients get careful self-custody support while you stay focused on your advisory, legal, tax, security, or planning role.
Our team includes professionals with direct cybersecurity experience. Every engagement is informed by real-world threat awareness, from phishing and social engineering defense to device security and vulnerability assessment.
Massachusetts crypto consultingCore Services
The services most of our clients start with
Self-Custody Consulting
Learn how to set up and manage your own crypto using secure wallet and key management practices. We walk you through everything so you understand every step.
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Hardware Wallet Setup & Training
Guided setup and walkthroughs for hardware wallet devices, completed with you present so you understand the process and keep full control. Covers hot and cold wallet distinctions, secure usage, and proper device handling.
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Large Transfer Assistance
Step-by-step technical support for executing self-directed crypto transfers securely, with a focus on verification, sequencing, and risk reduction. All transactions are initiated and approved by you.
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Treasury & Multisig Wallet Design
Technical support for designing and setting up multisig wallet structures for teams, families, and organizations, with a focus on secure key distribution and client-controlled access.
Explore Treasury & Multisig Wallet DesignSecurity & Recovery
Protect what you've built and plan for the unexpected
Best Practices & Risk Reviews
Structured reviews of self-custody setups informed by real-world attack patterns and social engineering tactics, not just generic checklists. We identify risks based on how threats actually play out.
Recovery & Backup Planning
Support for preparing and documenting wallet backup and recovery procedures, including seed phrase handling and redundancy. All recovery materials stay with you.
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Device & Data Security Audits
Technical reviews of devices, networks, and local data handling practices to assess security risks, configuration issues, and exposure to common attack vectors.
Hardware Wallet Maintenance
Assistance with firmware updates, device integrity checks, and basic security reviews. No custody of keys or assets.
Specialized Services
For specific situations and professional needs
Exchange Lockout Guidance
Assistance with exchange access issues through documented recovery processes, identity verification preparation, and security review. You keep full account control at all times.
Authenticator Setup (2FA)
Secure setup and configuration of authenticator applications for two-factor authentication, including backup and recovery considerations. All access stays with you.
Professional Client Support
Technical support and education for CPAs, attorneys, advisors, IT consultants, cybersecurity consultants, and organizations whose clients need non-custodial crypto help. Focused on system structure, access controls, and operational clarity.
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Hardware & Backup Tools
Assistance reviewing, documenting, and organizing physical backup tools like seed storage solutions, offline backups, and durable recovery materials. All selections and purchases are yours to make.
A Real Person, Not a Tutorial
YouTube videos and Reddit threads can only take you so far. Our difference is the human in the loop: a consultant who sits with you, answers your questions in real time, and stays with you until you're confident. We hold your hand as long as you need us to.
On-Site When It Matters
Some security work is too sensitive for a video call. For select engagements involving high-value holdings or complex infrastructure, we travel to you. When the nature of the task demands physical presence, we make it happen.
How It Works
Every engagement starts the same way
Discovery Call
A free 30-minute conversation to talk through your current setup and see if we're a good fit. No obligation.
Tailored Plan
Based on what we learn, we put together a scope of work specific to your situation, whether that's a single session or a full buildout.
Hands-On Work
We work alongside you, in person or remotely. You do the clicking, you hold the keys, and you walk away understanding everything.
Ready to Take Control?
Schedule a free 30-minute discovery call. We'll talk through where your crypto stands and whether our services make sense for your situation.