About Us
Meet the Digital Wealth Partners Team
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.
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.
Matthew Snider
Chief Investment OfficerMatthew Snider is the President and Co-Founder of Block3 Strategy Group which exists to educate businesses, brands and entrepreneurs on how to leverage blockchain technologies to generate new channels of income and build new user experiences. He is a Registered Investment Advisor Representative, public speaker, guest lecturer, and published author of “Warren Buffet in a Web3 World: Applying 60 Years of Sage Advice to Cryptocurrency, NFTs, Blockchains & More”.
Matthew began his post-MBA career as a management consultant at both Big4 and boutique firms specializing in financial / liquidity risk management and marketing data analytics. Beginning in 2016, he became an active participant in many nascent cryptocurrency projects and began engaging executive teams about the benefits of building go-to-market solutions for blockchain-based innovations.
He received his MBA from Loyola Marymount University and his BA in economics from Boston University.
Connor McLaughlin
Wealth AdvisorConnor McLaughlin brings a unique blend of technical expertise and financial acumen to Digital Wealth Partners. With a background as a former surgical robotic engineer, Connor has a profound understanding of advanced technology and disruptive innovation. For over eight years, he has successfully navigated the complex worlds of stock and cryptocurrency investing, earning a reputation for his insightful and strategic approach.
At Digital Wealth Partners, Connor serves as a Registered Investment Advisor, dedicated to helping clients achieve their financial goals. His technical background and investment experience equip him with a keen eye for emerging trends and opportunities in the market. Connor is passionate about leveraging his expertise to guide clients through the dynamic landscape of modern finance, ensuring they are well-positioned to benefit from technological advancements and market disruptions.
Connor is excited to work with individuals and organizations, providing personalized investment strategies and advice tailored to their unique needs. His commitment to innovation and excellence drives his mission to empower clients and secure their financial future.
Rick Tapia
Strategic AdvisorRick Tapia is an attorney, international keynote speaker, and thought leader in the blockchain and digital asset space. As an entrepreneur himself, he has successfully helped a number of blockchain-based businesses find success since 2016. Rick has an extensive background in United States and Indiana politics that has fueled his vast network of connections to the blockchain and entrepreneur worlds.
As a firm believer in blockchain technology, Rick is a founding member of the Blockchain Law Alliance, an organization dedicated to bridging the educational gap between blockchain technology and the legal realm. Rick specializes in startup ideation, corporate entity formation, DAOs, IP, NFTs, and securities laws.
As a trusted advisor to his clients, Rick employs a holistic approach that requires an understanding of the business and technological issues and goals that drive legal decision-making. He counsels his clients on a host of matters ranging from entity formation, governance and director relations, commercial and technology transactions, equity compensation, investment financings, and securities laws, as well as regulatory compliance strategies concerning digital assets.
Additionally, Rick advises emerging fund managers on regulatory frameworks applicable to crowdfunding, private securities offerings, private investment funds, investment companies, and broker-dealers. Rick also works closely with his clients to implement processes and best practices regarding legal operations and meeting compliance obligations. As a firm believer in fostering technological innovation and entrepreneurship in the U.S. abroad, Rick often speaks at CLEs and conferences pertaining to digital assets.
Fred Weisbrod
Wealth AdvisorFred Weisbrod is a visionary leader with a proven track record of creating transformative solutions across industries. A graduate of the United States Naval Academy, Fred began his career as a nuclear engineer, serving aboard submarines. In this demanding role, he honed his technical expertise, strategic thinking, and ability to perform under pressure, traits that have since defined his career in both technical and business leadership roles.
Throughout his career, Fred has been instrumental in generating intellectual property and spearheading innovative solutions that align technological advancements with long-term business objectives. Leveraging his deep expertise in engineering and technology, he has successfully bridged the gap between complex technical systems and actionable strategies. His foresight has been evident in his patent contributions, which span fields including blockchain, digital assets, and advanced engineering systems, showcasing his ability to anticipate industry trends and develop solutions that drive growth and efficiency.
Fred’s unique blend of technical acumen, business insight, and strategic foresight has positioned him as a thought leader in the rapidly evolving digital economy. His career is marked by a commitment to excellence and innovation, whether navigating the complexities of cutting-edge engineering and technology systems or shaping the future of digital wealth management. Fred’s dedication to pushing boundaries and leveraging strategic thinking continues to inspire teams and organizations to achieve new heights in technological and business advancement.
Max Kahn
Chief Compliance OfficerMax Kahn is the Chief Compliance Officer of Digital Wealth Partners. With over a decade of experience in financial services and business strategy, Max specializes in guiding institutions and individuals through the evolving digital asset landscape. He excels in portfolio management, operational optimization, and the creation of innovative investment products.
Before joining DWP, Max served as Director of Strategy at Digital Asset Research and at YieldX, where he led institutional partnerships, product launches, and oversaw compliance processes. His earlier roles include Director of Futures Operations at National Securities Corporation, where he optimized investment platforms and enhanced risk management. Over the course of his career, Max has managed portfolios exceeding hundreds of millions of dollars across retail and institutional clients.
Max also contributes thought leadership on digital asset strategies and has been pivotal in launching groundbreaking indexes and financial solutions. He is a licensed securities professional.