Daniel Remmers Wealth Advisory

I work primarily 1:1 with private individuals who have meaningful or growing assets and want a clear, resilient financial setup without noise, hype, or dependency.

My focus is on helping you structure, protect, and grow your capital in a way that fits your personal risk profile, life situation, and long-term priorities.

How I can help

I support you across the full spectrum of personal financial decision-making, with a strong focus on clarity, structure, and risk awareness.

This includes:

  • Portfolio structure and long-term allocation
  • Risk management and downside protection
  • Review and optimization of existing investments
  • Support in evaluating whether Bitcoin is appropriate for you as part of a broader strategy
  • Self-custody guidance and operational setup where relevant
  • Trading feedback and decision review, not signals
  • Independent second opinions on financial decisions

The goal is not activity, but robustness and independence.

How we work

I work predominantly 1:1 in a calm, focused setting.

We start by understanding your situation, priorities, and constraints. From there, we work through your financial setup step by step, at a pace that allows for clarity and informed decisions.

You remain in full control of your accounts and assets at all times. My role is advisory. I do not manage funds, take custody, or execute trades on your behalf.

Where helpful, I can guide you through setting up accounts and infrastructure needed to hold and manage the assets we decide on together.

Pricing

Initial Call

A free 30-minute introductory call to see whether working together makes sense.

Clarity Session

USD 200

A focused 90‑minute session to gain clarity on your current situation, key questions, and next steps.

Portfolio & Risk Review

USD 350

Two sessions of 90 minutes each.
A structured review of your portfolio, risk exposure, and overall setup.

Ongoing Advisory

USD 150 per hour

Charged as used, with no minimum commitment.

Optional packages

5-hour package: USD 650
10-hour package: USD 1,100

Packages are flexible and can be used over time.

Who this is for

This work is well suited for you if:

  • You have meaningful or growing assets and want a clear structure
  • You value independent, non-sales-driven advice
  • You want to understand your financial setup, not delegate it blindly
  • You are open to Bitcoin and digital assets as part of a broader strategy
  • You prefer calm, thoughtful decision-making over constant action

This is not for you if you are mainly looking for sales-driven advice.

FAQ

Do you take custody of my funds or manage assets for me?

No. You remain in full control of your accounts and assets at all times. My role is advisory. I help you think clearly, assess risk, and make informed decisions.

Can you help me set up accounts or platforms if needed?

Yes. If you want guidance, I can support you in setting up accounts and infrastructure required to buy and hold the assets we decide on together. Execution and control always remain with you.

Do you provide trading signals?

No. I provide feedback, structure, and decision review, not signals.

About me

I have over a decade of hands-on experience in financial markets and have been working with them daily since 2017. For the past six years, my own growing portfolio has formed the primary basis of my income.

I have a technical background and a deep interest in how technology and finance intersect. Over time, this expanded into macroeconomic questions, valuations, and financial history, which remain core areas of focus for me. I have completed formal training in financial advisory as well as blockchain and finance programs through institutions such as Duke University and the University of Geneva.

Beyond markets, I’m interested in long term independence and resilience. I’ve spent years studying and applying concepts around jurisdictional diversification, international structuring, and personal mobility. This perspective often shapes how I think about financial decisions beyond short term returns.

Today, my work is about helping you build financial structures that are clear, robust, and aligned with your life, based on real market experience, long term thinking, and calm execution.

Portrait of Financial Advisor

If this resonates, the best next step is a short, open conversation. No obligation. Just clarity on whether and how working together would be useful.

You can reach me at
[email protected]