Generation Bitcoin

Co-CEO and President of The Real Wealth Coterie, a wealth management and Registered Investment Advisor (RIA) firm, and founder of Lazetta & Associates, a business consulting firm, Lazetta Braxton is a respected financial strategist with significant entrepreneurial experience and numerous industry accolades. An advocate for financial empowerment, she partners with CoinShares to explain why Bitcoin should be viewed as a fundamental part of personal financial strategy.

Lazetta Braxton’s journey with Bitcoin began with cautious curiosity, grounded in her fiduciary responsibility and deep regulatory awareness. Over time, she recognized Bitcoin’s potential to expand client access to new asset classes, particularly for younger generations seeking modern, diversified financial strategies

For advisors, embracing Bitcoin is not about chasing a fad but about future-proofing their practice. With $84 trillion expected to pass from baby boomers to Gen X, Millennials, and Gen Z over the next two decades, and more than 70% of heirs likely to change advisors, digital asset fluency becomes a competitive necessity.¹ Advisors who can address Bitcoin in the context of ETFs, taxes, and estate planning position themselves to maintain relevance across generational wealth transfers

Through her personal journey, Lazetta Braxton highlights how advisors must evolve to maintain relevance with emerging generations of wealth holders.

Key takeaways:

• Bitcoin represents a shift in wealth and generational preferences.

• Financial advisors must adapt or risk losing future clients.

• Educating oneself on digital assets is a matter of staying relevant and informed.

¹Source: Cerulli Associates, The Cerulli report US High Net Worth and Ultra High Net Worth Markets 2021. 2022 Bank of America Private Bank Study of Wealthy Americans

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