It’s 2025.
You should know how crypto-related investments actually work.
Whether you know very little or are close to making a decision, we can guide you to the right conclusion.
What is Crypto?
Understand what cryptocurrencies are, what makes Bitcoin special.
Traditional Investing
What are traditional investment options like securities, ETFs, stocks and bonds.
Crypto-based Securities
Understand this newest way to invest in crypto, with SEC-monitored products.
Portfolio Diversification
How to strategically combine traditional and crypto-based investing.
At LUNA, we help clients invest in crypto-linked products through real investment accounts. Not coin wallets.
We have a combined 30+ years serving clients with traditional products and services. We are one of very few financial advisors informed and capable of guiding cryto-based investments.
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Traditional Experience
30+ years helping individuals with insurance and investment needs
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Professional Approach
Invest in cryptocurrencies the same way you invest in stocks and bonds. Traditional accounts, not risky wallets
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Crypto Experience
We have personally been researching and investing in cryptocurrencies for 4 years, and are so excited to be able to now work with clients
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Our View
We see long-term opportunities beyond the hype. As your goals change, we can adjust the role bitcoin and crypto should play.