Stop Trying to DM Your Wealth Manager #
You have a question about your LLC structure. You know Dan Plasket handles this stuff. You figure the fastest way to get an answer is to find his LinkedIn, shoot him a message, and skip the support email runaround.
Don’t do this.
I know it feels more efficient. You want to talk to the person who actually knows the answer instead of some support queue. But DM hunting creates chaos. Dan gets messages scattered across five platforms. Your question gets lost. Nobody else on the team knows you asked. When Dan’s out of office, your message sits there for a week because the backup person doesn’t check his DMs.
Use the main support channels. They route it internally to whoever needs to see it. Your question gets tracked. Multiple people can help if needed. Someone responds even if the primary person is unavailable.
How This Actually Works
Different issues go to different places. Structure and LLC questions go to info@digitalfamilyoffice.io. Custody or account questions go to support@digitalwealthpartners.net. Mastermind or Discord issues go to mike@beyondbroke.com.
This isn’t bureaucracy for the sake of bureaucracy. It’s how professional firms handle client communication without losing things. Your email hits the right queue, gets assigned to whoever handles that domain, and gets answered by someone who has context and authority to actually help.
Registered investment advisors operate under Fiduciary Duty. That means putting your interests first legally and practically. Part of that is having systems that don’t lose your questions in someone’s overflowing DM inbox. Asset Custody with a third-party Custodian protects your money. Proper communication channels protect your access to the people managing it.
Why Firms Care About This
When you DM someone directly, you’re creating a side channel outside the firm’s systems. Nobody else knows about the conversation. If that person leaves or gets hit by a bus, your question and their answer disappear. If there’s a Compliance review or you need to reference what was discussed six months ago, there’s no record.
Wealth management firms need documentation. Not because they don’t trust you or their team, but because managing money requires accountability. When you email support channels, there’s a record. Multiple people can see it. If something goes wrong, everyone can trace what happened.
This matters more as complexity increases. Basic investment advisory through Digital Wealth Partners is relatively straightforward. You have questions about your Portfolio, financial planning, account access. Those go to support@digitalwealthpartners.net and someone handles them.
Family Office services through Digital Ascension Group get more complicated. You’re coordinating Estate Planning, tax strategy, business succession, philanthropic structures. Questions touch multiple domains. You need the right specialist to see it, but you also need other team members to have visibility so nothing falls through the cracks. That only works if you use proper channels instead of hunting down individuals.
The Exception That Proves the Rule
Sometimes you legitimately need a specific person. You’ve been working directly with someone on a complex issue. You have a quick follow-up. In those cases, that person has probably already given you their direct contact or told you how to reach them for that specific project.
If they haven’t given you direct contact info, that’s your signal to use the main channels. They’ll see it and respond if they need to be involved. They’ll route it to someone else if that makes more sense. The system works when you let it work.
Mike Sarmiento handles mastermind and Discord questions at mike@beyondbroke.com. That’s public because those are community management issues that benefit from direct access. If he wanted you DMing him about account problems, he’d advertise that contact method. He doesn’t, so you shouldn’t.
The firms that last are the ones with systems that work when individuals are unavailable. You don’t want your financial life dependent on reaching one specific person. You want a team with clear channels where anyone can help because the systems and documentation support it.
Contact Digital Ascension Group to learn how our Family Office services can coordinate your complete financial picture.
