Comprehensive bitcoin wealth management

Financial planning, investment advisory, personal trust services, and custody

Our Services

Personal trust services
Sterling Trust and Estate can serve as an institutional trustee for your estate plans, with or without investment discretion. Your bitcoin gets professional fiduciary oversight and governance.

Bitcoin custody
Collaborative multisignature custody with flexible key control. Hold your own keys, delegate to a trusted agent, or let Sterling Trust and Estate manage custody entirely.

Estate and inheritance planning
Pass bitcoin to your heirs cleanly from a legal and technical perspective. We handle key and custody transitions so your family doesn't have to.

Investment advisory
Portfolio management and asset allocation recommendations grounded in sound money principles. Custom strategies based on your risk profile and time horizon.

Financial planning
Custom financial plans built around your full financial picture including bitcoin, traditional assets, income, expenses, and long-term goals. We bring everything together into a cohesive strategy.

Tax strategy
Proactive tax planning specific for bitcoin holders. Manage your tax burden, structure Bitcoin IRAs, and coordinate with your CPA or use our in-house expertise.

Our Approach

Personalized for you

No two plans are the same. Service is customized based on your unique situation, preferences, values, and knowledge of bitcoin and traditional assets.

Collaborative by design

Planning works best as a dialogue. We listen, challenge assumptions, and build strategies with you, not for you.

Signal over noise

Financial news and market predictions are abundant. We help you separate signal from noise and avoid emotional decision-making.

Proactive guidance

We consistently revisit your plan as your life evolves and provide resources and guidance at every step.

Ready to learn more?

Let's discuss how Sterling Trust and Estate can be a fit for you.

Sign Up Now

© Copyright 2026 Sterling Trust and Estate Company, LLC ("GTC"). All rights reserved.
© Copyright 2026 Sound Advisory, LLC, d/b/a Gannett Wealth Advisors ("GWA"). All rights reserved.

Trust and custody services are provided by Sterling Trust and Estate Company, LLC. Sterling Trust and Estate Company, LLC and the logos and marks included on the Sterling Trust and Estate Company, LLC site that identify our services and products are proprietary materials. The use of such terms and logos, and marks without the express written consent of Sterling Trust and Estate Company, LLC is strictly prohibited. Copyright in the pages of the site, and in the information and material therein, is proprietary material owned by Sterling Trust and Estate Company, LLC unless otherwise indicated. The unauthorized use of any material on the Sterling Trust and Estate Company, LLC website may violate numerous statutes, regulations and laws, including, but not limited to, copyright, trademark, trade secret or patent laws.

When specifically stated on this site, certain advisory services referenced may be offered through Sound Advisory, LLC, d/b/a Gannett Wealth Advisors ("GWA"), an investment adviser registered with the Securities and Exchange Commission, and an entity separate from Sterling Trust and Estate Company, LLC. Advisory services are only offered to clients or prospective clients where GWA and its representatives are properly registered or exempt from registration. Registration does not imply a certain level of skill or training. ADV and Form CRS can be found here.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Check the background of your financial professional on FINRA's BrokerCheck.

The information on this website is for informational purposes only. GTC and/or GWA intend to make this site as accurate as possible and any information or opinions contained herein have been produced or reproduced by GTC and/or GWA based on information obtained from sources believed to be reliable, but which has not in all cases been independently verified. GTC, GWA, and their members, managers, officers, affiliates, and employees make no guarantees, representations, or warranties as to the accuracy and completeness of the information contained herein. Neither GTC or GWA are providing any tax or legal advice herein, and any person seeking such advice should confer with their own independent tax and legal counsel.

Unless specifically stated otherwise, nothing on this website constitutes an offer to purchase or sell any security or investment product, nor does it constitute professional advice. For the avoidance of doubt, any product and service mentioned in this website are not offered to any person or entity in any jurisdiction or country where the advertisement, offer, solicitation, provision, or sale of such product and service is restricted or prohibited by law or regulation, or where Sterling Trust and Estate Company, LLC or any of its affiliates would be subject to any regulation or licensing requirement.

References on the site to any names, marks, products or services of third parties or hypertext links to third party sites or information do not constitute or imply an endorsement, sponsorship, or recommendation of the third party, information, product or service by GTC or GWA. Neither GTC, GWA, nor any of their affiliates endorse or make any warranties or representations about any site you may access through the site. Any links to other sites are provided for convenience only. If you access any third-party website through the site or otherwise, you do so at your own risk.

"Assets under advisement" refers to the total market value of assets, including bitcoin and other non-reportable securities, for which advisory services are provided but where the adviser does not have discretionary authority. This is different from "Assets under management," which refers to the total market value of reportable securities for which the adviser has discretionary management authority, as defined under applicable securities regulations.