We conducted a survey to learn more about how Gen-Xers thought about financial planning and what they needed. We found that of 1,000 Gen-Xers aged 35 to 60 showed most believe they lack the knowledge necessary to manage their finances, despite spending a substantial amount of time on money management.
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Our underlying technology stack is a critical part of the Harness Wealth product. Here our Engineering Team outlines our initial Harness Wealth system and the rationale behind their build approach.
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In a world where innovation has created significantly more consumer choices and consolidation has resulted in industry leaders having more cost and operational advantages, how do independent financial, tax and legal advisers survive and thrive?
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Finding the right advisers for you consists of finding an adviser with both the right skillset and the right level of service you require. There is no substitute for speaking directly with advisers to understand how they talk through issues, identify actions to take, and address your overall concerns. Here are some guidelines to consider when evaluating an Adviser.
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Our Founder and CEO, David Snider, discusses where the idea for Harness Wealth came from and why he ultimately decided to build this business.
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