Embark on Your Bitcoin Journey with Assurance


Terris Foley, CDAA

Principal

Mission

To Educate People About The Life-Changing Opportunities With Bitcoin So They Can Create Generational Wealth.

Who We Serve

Beginners

At The Foley Collective, we aspire to be your go-to community for trusted education in Crypto.

Ready Investors

We are prepared to assist those ready to advance their journey into Crypto.

Family Office

With our Cryptocurrency Expert certification, we provide exclusive concierge wealth management services tailored for family offices.

Uncertain About Beginning Your Bitcoin Journey?

Welcome to the Realm of Bitcoin! The Foley Collective is your beacon of knowledge, offering a wealth of resources to enlighten and expand your portfolio in digital assets and precious metals. Dive into our comprehensive guides that will equip you with foundational knowledge, investment strategies, and security measures for your crypto asset allocations.

Our Services

Let’s work together

3-Day Crypto | Gold Challenge

Unleashing Your Financial Potential

Crypto Legacy Plan

Done For You Strategic Crypto Plans

Concierge Services

Concierge services for high net-worth individuals & family offices.

Not Sure Where to Start with Crypto?

Imagine unlocking financial freedom for yourself and your loved ones.

That's what Terris Foley, a leading voice in Digital Assets, empowers you to achieve. A seasoned IT professional transformed into a trusted community thought leader, Terris leverages his years of experience and relentless self-improvement to guide you on the path to wealth creation.

His mission transcends mere management. Terris approaches his role with divine stewardship, leading with character and a strong desire to see you thrive. He crafts impactful ventures and initiatives that benefit not just your wallet, but also your community, nation, church, and family.

Driven by a passion for financial literacy, Terris finds immense fulfillment in mentoring those who yearn to make a substantial difference in the world. Don't settle for mediocrity. Partner with Terris and unlock the doors to a brighter, more secure future.

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Book by Terris Foley, CDAA

FREE BEGINNER'S GUIDE

Welcome to the World of Cryptocurrency and Gold!

This FREE book is designed to provide you with the information you need to learn about these two exciting assets. We will cover the basics of cryptocurrency, including how it works, how to invest in it, and how to keep it safe. We will also discuss the history of gold, its uses, and its investment potential.

News & Articles

Latest News

Terris Foley

Understanding the Distinct Roles: Digital Assets Advisor vs. Financial Planner

February 29, 20242 min read

In the rapidly evolving landscape of personal finance and investment, the emergence of digital assets has introduced new opportunities and complexities. As such, specialized guidance has become paramount. While Financial Planners and Digital Assets Advisors both play pivotal roles in wealth management and investment strategy, their areas of expertise and the nature of their advice differ significantly. Here's a closer look at these distinctions:

Scope of Expertise:

Financial Planner: A Financial Planner offers comprehensive advice on a broad spectrum of financial matters, including retirement planning, insurance, taxes, estate planning, and traditional investment vehicles like stocks, bonds, and mutual funds. Their role is holistic, focusing on long-term financial health and stability across all aspects of an individual's or family's financial landscape.

Digital Assets Advisor: A Digital Assets Advisor specializes in the niche area of digital currencies, tokens, blockchain technology, and related investments. Their expertise centers on navigating the complexities of the cryptocurrency market, understanding tokenomics, blockchain project evaluation, and the strategic acquisition and management of digital assets.

Nature of Advice:

Financial Planner: The advice provided by a Financial Planner is often strategic and geared toward achieving long-term financial goals and security. It encompasses risk management, asset allocation, and financial goal setting, tailored to individual or organizational needs.

Digital Assets Advisor: A Digital Assets Advisor focuses on the dynamic and often volatile digital assets market. Their advice is tactical, aiming to maximize opportunities in the digital assets space while navigating its inherent risks. This includes advising on portfolio diversification within the crypto space, security practices for holding digital assets, and staying abreast of regulatory changes affecting digital investments.

Regulatory Environment and Certification:

Financial Planner: Financial Planners typically hold certifications such as Certified Financial Planner (CFP) and are regulated by financial authorities. They adhere to specific fiduciary standards, ensuring that their advice serves the client's best interests.

Digital Assets Advisor: The field of digital assets is newer and less regulated compared to traditional finance. Advisors in this space may have certifications in blockchain technology or cryptocurrency investments, but the regulatory framework is still evolving. Their expertise is derived from direct experience and ongoing education in the fast-paced digital market.

Client Expectations:

Financial Planner: Clients seeking the services of a Financial Planner are often looking for long-term financial strategies that encompass savings, investments, and retirement, aiming for financial security and wealth growth over time.

Digital Assets Advisor: Clients engaging a Digital Assets Advisor are typically seeking to understand or expand their involvement in the digital assets market. They are looking for specific insights into the cryptocurrency space, including emerging technologies and investment opportunities.

Conclusion:

While both Financial Planners and Digital Assets Advisors aim to guide clients towards sound investment decisions and financial well-being, the key lies in their specialized areas of focus. Understanding these differences allows individuals and businesses to seek appropriate advice tailored to their unique financial landscapes and investment interests, ensuring that their financial and digital asset strategies are both comprehensive and well-informed.


Terris Foley

Editor In Chief

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