VRFY Wealth

Financial planning for people who have concentrated meaningfully in bitcoin. A privacy-centric, fiduciary advisory firm.

[VRFY Wealth @vrfywealth]

Introducing Verify Wealth: Bitcoin-native financial planning.

We're built on 3 principles:

Strategy - Every plan built around how bitcoin actually behaves, not retrofitted from traditional finance.
Simplicity - We simplify your financial life, from retirement and inheritance to taxes and bitcoin custody. Clear guidance you can act on and high-touch service.
Security - Your keys, your wealth, your privacy, protected by design.

Book time with us today! https://t.co/y5TFKhe7hT

[VRFY Wealth @vrfywealth]

Fall meetings are underway at Verify Wealth. These meetings focus on the big tax moves you can make to prepare you for 2027.

"Should I gift bitcoin to family or charity before Dec 31?"
"How does my stack affect my overall year-end tax liability?"
"Is my multisig setup and passphrase strategy still bulletproof?"

From annual-exclusion gifting and open enrollment to technical security roadmaps, we help bitcoiners lock in their year-end plan.

[Jessy Gilger, CFP @idahohodl]

CASE STUDY IN LOOKING AHEAD:

Three years ago, we were able to move $100k from a Traditional IRA to a Roth IRA for a client with zero tax liability (due to write-offs from other areas of the return).

The client got to invest in bitcoin with tax-free upside and has 3x'd his wealth with zero tax friction.

Results may vary, but are certainly worth looking into.

Schedule time and we'll dive into your exact scenario.

[VRFY Wealth @vrfywealth]

The team is currently accepting new clients. Check out our website to see if you're a fit. https://t.co/qeV4OuELPL

[VRFY Wealth @vrfywealth]

Fall meetings are underway at Verify Wealth. These meetings focus on the big tax moves you can make to prepare you for 2027.

"Should I gift bitcoin to family or charity before Dec 31?"
"How does my stack affect my overall year-end tax liability?"
"Is my multisig setup and passphrase strategy still bulletproof?"

From annual-exclusion gifting and open enrollment to technical security roadmaps, we help bitcoiners lock in their year-end plan.

[VRFY Wealth @vrfywealth]

After dozens of intro calls last week, one thing is clear: Bitcoiners are ready for real wealth planning, not generic advice from legacy advisors.

We’re opening our calendar for Week 2. Grab a time with the Verify Wealth team to review your setup 👇https://t.co/qeV4OuELPL

[Jessy Gilger, CFP @idahohodl]

Sitting through those intro calls last week was clarifying. So many people who’ve already done the hard part (stacked bitcoin and secured their keys) are still stuck explaining it to advisors who treat it like an afterthought.

Glad we’re finally in a position to close the planning gap.

[VRFY Wealth @vrfywealth]

After dozens of intro calls last week, one thing is clear: Bitcoiners are ready for real wealth planning, not generic advice from legacy advisors.

We’re opening our calendar for Week 2. Grab a time with the Verify Wealth team to review your setup 👇https://t.co/qeV4OuELPL

[VRFY Wealth @vrfywealth]

Introducing Verify Wealth: Bitcoin-native financial planning.

We're built on 3 principles:

Strategy - Every plan built around how bitcoin actually behaves, not retrofitted from traditional finance.
Simplicity - We simplify your financial life, from retirement and inheritance to taxes and bitcoin custody. Clear guidance you can act on and high-touch service.
Security - Your keys, your wealth, your privacy, protected by design.

Book time with us today! https://t.co/y5TFKhe7hT

[VRFY Wealth @vrfywealth]

The team is currently accepting new clients. Check out our website to see if you're a fit. https://t.co/qeV4OuELPL

[VRFY Wealth @vrfywealth]

Introducing the Verify Wealth Team: @kevintucker_ , CCO & Wealth Advisor

Bringing nearly a decade of tech problem-solving from SaaS into personal finance, Kevin treats financial planning like product development: build, implement, and continuously iterate to help clients align their money with real purpose.

When he’s not working with clients, you can find him outdoors keeping up with his wife and four kids—whether they're mountain biking, wake surfing, or out on the golf course.

[Jessy Gilger, CFP @idahohodl]

Team building has been my favorite part of the business start up process. @vrfywealth is excited to announce @kevintucker_ to the crew and he has my full confidence in serving our clients well.

Thank you Kevin, for everything you've done so far and I'm so excited for you to make waves in this industry.

[VRFY Wealth @vrfywealth]

@kevintucker_ @idahohodl We're glad to have you on the team!

[Kevin Tucker @kevintucker_]

I’ve been quietly working with @idahohodl on getting Verify Wealth launched.

Financial planning has been a passion of mine for many years. Not just traditional investment management, but building real and meaningful relationships with clients to help them create a lasting impact in their families communities.

Excited to get started. More to come.

[Phil Geiger @phil_geiger]

I can't believe that @idahohodl found the only other bitcoiner/mountain biker out there to join his team 😂☠️

[Kevin Tucker @kevintucker_]

@vrfywealth Grateful to be a part of this team and extremely excited about what the future holds for Verify Wealth and our clients.

[VRFY Wealth @vrfywealth]

Buying bitcoin is simple. Integrating it into your long-term estate and tax plan isn't.

Looking for a clearer perspective? The Verify Wealth team is taking intro calls this week.

Let’s talk strategy: https://t.co/qeV4OuELPL

[VRFY Wealth @vrfywealth]

Introducing Verify Wealth: Bitcoin-native financial planning.

We're built on 3 principles:

Strategy - Every plan built around how bitcoin actually behaves, not retrofitted from traditional finance.
Simplicity - We simplify your financial life, from retirement and inheritance to taxes and bitcoin custody. Clear guidance you can act on and high-touch service.
Security - Your keys, your wealth, your privacy, protected by design.

Book time with us today! https://t.co/y5TFKhe7hT

[Ghost@NumberOne @GhostNumbe50967]

I consider Jessy a friend. But first, I hired him as a financial advisor. Through that process we became friends by sharing our common interests in Faith, Family and Bitcoin.

I can’t recommend him highly enough. As Bitcoin becomes an important part of your portfolio (or the only part?) he is the right person to guide you on how to manage it.

There’s an old Russian Proverb: “Doveryai, no Proveryai”. Trust. But Verify.

You can Trust Jessy. I have Verdied it. DM me if you would like more information or call and speak with him. He’s one of the Good Guys.

[Phil Geiger @phil_geiger]

There's an extremely short list of certified financial planners that can also help you set up multi-vendor multisig and choose which mining pool to point your hash power towards, and @idahohodl is my recommendation.

Congrats on the launch! 🎉🎉

[Jessy Gilger, CFP @idahohodl]

I spent the last 4 years learning about what bitcoin holders actually need from a financial planner, and what the traditional financial planning industry keeps getting wrong about them.

Today, I'm launching Verify Wealth (@vrfywealth) built for that client specifically.

Flat fee planning, so compensation does not scale with your bitcoin. Encrypted communications by default. No client information touching Big Tech AI. Planning, tax, inheritance, and custody, all coordinated under one roof.

Strategy. Simplicity. Security.

If you've outgrown your advisor, let's have a conversation this week.