About Digital Wealth Partners - Digital Wealth Partners

Meet the team
members

Digital Wealth Partners (DWP) is a pioneering Registered Investment Advisor (RIA) that specializes in digital assets and alternative investments, catering to Family Offices, High Net Worth Individuals (HNWI), and other RIAs. Leveraging a hedge fund type model and fee structure, DWP offers a unique blend of expertise in the burgeoning field of digital assets, including cryptocurrencies, blockchain-based assets, and other non-traditional investment opportunities. Our goal is to provide sophisticated, high-return investment strategies that are tailored to the risk tolerance and investment objectives of our discerning clientele.

Mission Statement

To redefine wealth management for the digital age by providing unparalleled expertise in digital assets and alternative investments, delivering customized, high-performance investment solutions to our clients.

Advisors


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Connor McLaughlin

Connor McLaughlin is a financial advisor at Digital Wealth Partners...


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Sam Syed

Sam Syed brings over two decades of wealth management experience...


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PJ Braccia

PJ Braccia is a financial advisor at Digital Wealth Partners,...


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Director of Wealth Management

Ashley Papa

Ashley values becoming part of the family when she works...


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Head of Financial Planning

Tom Teal

After graduating from Virginia Tech with a degree in Electrical...


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Daniela Pernia

Daniela Pernia grew up watching her parents rebuild a life...


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Tyler Ochs

Tyler Ochs is a financial advisor Digital Wealth Partners, based...


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Fred Weisbrod

Fred Weisbrod spent the early part of his career as...


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Tish Troutman

Tish Troutman is a financial advisor at Digital Wealth Partners...


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Nick Barnett

Nicholas Barnett is a financial professional at Digital Wealth Partners,...


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Stefan Griess

Stefan Griess spent twelve years working as an IT Engineer...


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Andrew Carnes

Andrew Carnes is a financial advisor at Digital Wealth Partners...


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Joe Slattery

Joe Slattery works as a financial advisor at Digital Wealth...

Leadership


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Head of Operations

Ted Bean

Ted Bean’s role at Digital Wealth Partners centers around processes...


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Director of Fund Operations

Anthony Dixon

Anthony Dixon serves as Director of Fund Operations at Digital...


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Chairman and President

Erin Friez

Erin Friez is the President and Chairman of Digital Wealth Partners, a SEC-registered investment...


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CEO

Max Kahn

Max Kahn is the Chief Executive Officer of Digital Wealth...