Harness the full potential of your wealth

With expertise, cutting-edge technology, and personal service, Harness Wealth helps you find the right adviser to capture opportunities, avoid missteps, and guide your wealth to its full potential.

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Finding the right adviser matters

We work with the top financial, legal and tax advisers to help you reach your goals. Every adviser and their firm must meet the rigorous standards of excellence set by our team and our Advisory Council of financial executives and policy-makers.

Areas of Expertise

  1. Financial
  2. Tax
  3. Legal
total assets managed vs industry
95TH PCT
Independent Firms & Client Fiduciary
100%

  • All serve high-net-worth clients

  • Selections from top independent rankings, e.g. Barron’s & Financial Times

Certified Public Accountants lead the firm
100%
Big four accounting firm experience
80%

  • All stand behind clients in case of an audit

  • All serve high-net-worth clients

25+ years of firm experience in estates
100%
Serve high-net-worth clients
100%

  • Expertise in the probate & estate laws of specific states

  • Selections from top independent rankings, e.g. Super Lawyers

A greater perspective
on your assets

We’ve developed proprietary technology to create a personalized balance sheet and financial opportunity profile. This drives the choice of experts we pair you with, making sure they’re right for your needs. The final decision is yours.

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See your full financial picture

Our Impact Planning tool will help you to lay out the full view of your assets and define your future goals, so you can decide whether an adviser is right for you.

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Combining Assets
New Investments
Future Endeavors

Whatever motivates you, we're here to help you achieve your impact.

Let's get started.

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