Harness Wealth Firms

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01

Financial advisory firms

Your financial future — and financial present — depends on savvy management. Our experienced financial advisory firms help you navigate decisions around equity compensation, investment strategy, or retirement planning.

02

Tax firms

Expertise in the complexities of tax strategy and planning is essential to maximizing your income and wealth. Our tax firms specialize in personal and corporate tax filings, multiple sources of income, complex multi-jurisdictional filing needs, and more, to enable you to optimize your tax strategy.

03

Trust & estate firms

Planning for the future can be daunting. The trust & estate firms on our platform can help you plan ahead strategically, protecting your family and ensuring that your wealth continues to serve your vision well into the future.

Firm evaluation process

What makes a great firm?

The Harness Wealth Council, made up of former finance executives, national policy makers, academics, and ultra-high-net-worth family office executives helped us develop the rigorous screening process used to select Harness Wealth advisory firms. 

Selecting from the best

We personally interview and collect information on over 120 attributes for each firm, covering not only breadth of experience, services and fees, but also hiring processes, cybersecurity, internal audits, and controls. Firms must meet these criteria to be placed on the platform, and are reassessed on a regular basis, based on client feedback. 

Full Evaluation Criteria

Firm fees and our fees

Our firms have a variety of fee structures. We provide the fee structures of the services from specific advisory firms in your recommendations from Harness Wealth.

You will not be charged an incremental fee by Harness Wealth or our firms for using our service. We are paid by the firms for the clients that we refer.

Overview of Firm Fees and Services

The right firms for you

Build a custom financial strategy with top-tier firms, based on exactly what you need.

Your Profile

Your Firms

WHAT SETS THEM APART
  • Based in the Bay Area
  • IPO Experience
  • Real Estate Expertise