Digital Wealth Partners (DWP) is a modern wealth management firm built to serve clients whose financial lives extend beyond traditional boundaries. Recognized among Luxury Lifestyle Awards’ TOP 100 Private Banking & Wealth Management Companies of 2025, the firm delivers a structured, forward-looking approach designed for today’s complex portfolios.
As an SEC-registered Registered Investment Adviser, Digital Wealth Partners operates under a fiduciary model, placing client interests at the center of every decision. The firm is known for its integrated framework, which brings together public markets, private investments, alternative assets, and digital holdings into a single, coordinated strategy. This holistic view allows clients to understand how each component of their wealth interacts, supporting informed decisions around risk, liquidity, taxation, and long-term objectives.
DWP serves high-net-worth individuals, families, business owners, and family offices navigating increasingly sophisticated financial environments. Its advisory services are tailored to each client’s circumstances and may include investment management, cash-flow planning, estate and trust coordination, tax-aware strategy design, and multi-entity reporting. Rather than adding layers of complexity, the firm focuses on clarity, organization, and alignment across all aspects of wealth.
A defining strength of Digital Wealth Partners is its institutional-grade approach to digital assets. As cryptocurrencies and blockchain-based investments become a growing part of modern portfolios, DWP provides disciplined oversight, secure custody solutions, and transparent reporting that meets regulatory and risk-management standards. Digital assets are evaluated alongside traditional investments to ensure consistency across planning, compliance, and estate considerations.
Leadership at Digital Wealth Partners reflects a balance of growth-oriented vision and operational discipline. With the addition of Erin Friez as Chairman of the Board and President, working alongside CEO Max Kahn, the firm continues to invest in infrastructure that supports both regulatory excellence and evolving investment needs.
For clients seeking a wealth management partner capable of integrating established financial principles with emerging asset classes, Digital Wealth Partners offers a clear, confident path forward, grounded in oversight, transparency, and long-term strategy.
