At Harness Wealth, we pair you with advisers who understand your needs
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Total Income
$750K
Investable Assets
$2.5M
Illiquid Assets
$2.4M
Unrealized Value
$K
Based on what you've shared, you could realize up to $105K in additional value
MRA ASSOCIATES
Financial
Planning
Private Stock/Options- International Taxes
- Gifting Strategy
Personalized
recommendations with
vetted experts
We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile.
How We WorkThe right advisers for every big life moment
With every life change comes new financial opportunities. Get the right advice from the right advisers to optimize your wealth.
View Planning TopicsIF YOU ARE
Selling a Business
-
FINANCIAL ADVISER
Financial Planning for
windfall -
TRUST & ESTATE ATTORNEY
Re-evaluate or create
an estate plan -
CERTIFIED PUBLIC ACCOUNTANT
Optimize your tax planning
Our platform provides insights on your financial wellbeing
Realize More Value
UNREALIZED VALUE
$105K
Based on what you’ve shared, you could realize up to $105K in additional value
Find Your Advisers
Your Advisers
Pairing Attributes
- Business Tax
- Impact Investing
- Biotech Expertise