Independent Bitcoin Advisory
We help individuals, families, and their advisors build meaningful Bitcoin positions with confidence.
What We Do
Allocation Strategy
Right-sizing your position and matching it to the right exposure structure, from self-custody to ETFs to equity exposure.
Custody Architecture
Designing secure storage across singlesig, multisig, and collaborative custody that fits your security and operational needs.
Wealth Integration
Connecting your Bitcoin holdings with estate planning, tax strategy, and your existing advisory relationships.
How We Work
1. Free Consultation
A 30-minute call to understand your goals and whether we're the right fit. No obligation.
2. Strategy Session
A deep dive into your situation: risk profile, exposure structure, and custody needs. You leave with an actionable plan.
3. Ongoing Advisory
Periodic reviews, coordination with your wealth team, and a trusted resource as your position evolves.
Who We Work With
Individuals & Families
Investors who want expert guidance on sizing, structure, and secure custody, not a sales pitch.
High-Net-Worth Individuals
Investors with meaningful capital seeking expert guidance on Bitcoin allocation sizing, custody architecture, tax optimization, and estate planning integration.
Independent Advisors
Advisors whose clients are asking about Bitcoin and who need a specialist partner they can trust. We work best with independent and smaller firms who have the flexibility to move.
Our Approach
Focal Point exists because this work started as a personal mission. Chris Perry began studying Bitcoin nearly a decade ago, looking for a better way to build long-term financial independence in a system that felt increasingly stacked against individuals and families. That research became a conviction, that conviction became a strategy, and that strategy delivered real results.
Chris spent three years at Fidelity Investments managing product within Stock Plan Services, the infrastructure behind equity compensation for some of the country's largest employers. That experience in institutional-grade financial systems, combined with 9 years of deep personal expertise in Bitcoin, informs how Focal Point approaches every engagement. He bridges the institutional finance world and Bitcoin's technical and custodial dimensions.
The firm's name comes from a personal place. Chris's father, Dr. Joseph W. Perry, was a professor of chemistry and research scientist at the University of Arizona who founded a company called Focal Point Microsystems before joining the faculty at Georgia Tech -- where Chris later studied. He was diagnosed with early-onset Alzheimer's in 2017 and passed away in late 2022. The name carries his legacy forward.
Focal Point operates under a fiduciary mindset -- providing guidance fully aligned with our clients' best interests, with no commissions, no product affiliations, and no conflicts of interest.
For Advisors
Some of your clients are already asking about Bitcoin. The rest will be, especially as generational wealth transfers accelerate and the institutional case for allocation continues to strengthen. You don’t need to become a crypto expert. You need a specialist partner.
We work alongside independent advisors and wealth management firms as an extension of their team. When a client or their family has questions about Bitcoin, we step in so you can stay focused on the broader relationship. Fiduciary mindset. Fee-only. No conflicts.
Get in Touch
The financial landscape is shifting fast. Let's talk about what that means for you and where to go from here.
Or reach us directly at cwperry@focalpointconsultingservices.com