The future of wealth demands a more evolved approach, one that extends beyond traditional portfolios and integrates innovation with discipline, governance, and long-term intent. As digital assets continue to reshape global financial markets, investors are no longer seeking opportunity alone; they are seeking structure, clarity, and trusted stewardship in an increasingly complex environment. Meaningful progress in this space is driven by expertise that reduces complexity, manages risk with precision, and converts emerging technologies into sustainable value.

It is within this context that Digital Wealth Partners (DWP), recognized in the ‘Innovation Excellence Awards 2026’, leads the shift as a pioneering SEC-registered investment advisor specializing in digital assets and blockchain investments. Serving family offices, high-net-worth individuals, and fellow RIAs, the firm manages approximately one billion dollars in assets through hedge-fund-inspired strategies, crafting personalized portfolios that balance ambitious returns with rigorous risk management.

Backed by deep cryptocurrency expertise and partnerships with top-tier custodians, DWP delivers active asset management, secure custody, exclusive vetted opportunities, algorithmic strategies, and continuous investor education led by seasoned professionals. The firm operates with an uncompromising commitment to regulatory compliance, transparency, and client-first service, empowering investors to confidently build, protect, and transfer wealth across generations.

At its core, trust and security define DWP’s philosophy. Through disciplined governance, institutional-grade infrastructure, and open communication, Digital Wealth Partners provides lasting confidence in one of the most dynamic frontiers of modern finance.

At CIO Bulletin, we had the distinct honor of interviewing Erin Friez, the visionary President and Chairman of Digital Wealth Partners. She shared compelling insights into how her firm, guided by a clear mission to redefine wealth management for the digital age, is empowering modern investors to move forward with strategy, security, and solid conviction.

Interview Highlights

What spark led to the founding of Digital Wealth Partners, and what gap in wealth management were you determined to solve?

Digital Wealth Partners was founded to address a growing disconnect between how digital asset wealth was being created and how it was being managed. As crypto and blockchain assets became material, most traditional advisors either ignored them or lacked the tax, custody, and operational expertise needed to manage them responsibly. High-net-worth investors needed an integrated advisor who could incorporate digital assets into a holistic wealth strategy. DWP was built to fill that gap—applying fiduciary discipline, institutional-grade infrastructure, and a multi-family-office approach to crypto.

Can you briefly walk us through your core services and product offerings, and what makes them uniquely valuable in the digital investment ecosystem?

Digital Wealth Partners provides a fully integrated wealth management platform designed for investors with meaningful exposure to digital assets. Our core services include holistic wealth planning, digital and traditional asset management, risk management, tax and estate planning coordination, insurance services, and access to private investments through structured vehicles. All of this is supported by institutional-grade custody through a strategic partnership.

Digital Wealth Partners follows a digital asset allocation strategy blended with RIA transparency. How does this hybrid approach set you apart in today’s competitive digital investment landscape?

Our hybrid model blends digital asset investment management with the transparency and fiduciary standards of an RIA. Clients benefit from sophisticated strategies and disciplined risk management, while retaining clear reporting, oversight, and alignment of interests.

Trust and security are critical in digital assets. How has Digital Wealth Partners built institutional-grade confidence among Family Offices and HNWIs in a market often considered as high-risk?

Trust and security are foundational to everything we do. Digital Wealth Partners builds institutional-grade confidence by combining rigorous fiduciary oversight with best-in-class infrastructure, compliance, and governance. DWP offers qualified custody through Anchorage Digital, which provides regulated digital asset custody used by leading institutions.

Customization is core to your philosophy. Can you walk us through how Digital Wealth Partners tailors investment strategies to match both risk tolerance and long-term wealth goals?

Customization starts with understanding the full picture of each client’s balance sheet, risk profile, and long-term objectives. Digital Wealth Partners begins with a deep discovery process that looks beyond risk tolerance alone to include time horizons, liquidity needs, tax considerations, and governance preferences.

From there, portfolios are built deliberately. The result is a living strategy that balances growth, capital preservation, and flexibility while remaining disciplined and aligned with long-term wealth outcomes.

With rapid blockchain evolution and regulatory shifts, how does Digital Wealth Partners stay agile while remaining compliant and secure for clients?

Digital Wealth Partners stays agile by combining active market and technology monitoring with a strong compliance-first framework. We continuously evaluate new blockchain developments and investment opportunities, but only integrate them after rigorous due diligence and risk assessments. This approach allows clients to benefit from innovation while mitigating risk.

“Innovation Excellence Awards 2026” celebrates measurable impact. What would you say is Digital Wealth Partners’ most significant innovation in redefining digital wealth management?

Our most significant innovation has been bringing structure and longevity to digital wealth. Digital Wealth Partners goes beyond portfolio management by helping clients formalize digital assets within properly designed LLC structures, governance frameworks, and legacy plans—areas that were largely overlooked as digital wealth emerged.

Are there any new products, platforms, or service enhancements currently in the pipeline that your clients should be excited about in 2026?

We have several imminent announcements coming up in 2026, reflecting our continued focus on innovation at the intersection of digital assets, structure, and long-term wealth planning. Most recently, Digital Wealth Partners launched an algorithmic trading strategy powered by Arch Public, designed for investors seeking growth and cash flow from digital asset holdings inside retirement accounts.

The Visionary Leader behind Digital Wealth Partners’ Success 

Erin Friez is the President and Chairman of Digital Wealth Partners, where she drives operational excellence and delivers institutional digital asset strategies. A blockchain attorney with extensive experience across law, finance, and crypto, she has advised major institutions and helped shape early industry standards. She also co-founded Digital Asset Research, leading innovations in crypto data and methodologies later cited by regulators. She previously held leadership roles at the London Stock Exchange Group and PNC Asset Management, contributing to early crypto index development and institutional investment initiatives.

“Our most significant innovation has been bringing structure and longevity to digital wealth. By extending beyond portfolio management into governance, legal structuring, and legacy planning, we help ensure digital assets are positioned for long-term, multi-generational success.”