Rigorously Evaluated Advisory Firms

01

Financial Planning and Investment Management

Your financial future — and financial present — depends on savvy management. Our experienced Financial Advisors help you navigate decisions around equity compensation, investment strategy, a recent inheritance, or retirement planning.

02

Tax Strategy and Planning

Expertise in the complexities of tax strategy and planning is essential to maximizing your income and wealth. Our CPAs 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

Estate Planning and Family Law

Planning for the future can be daunting. The Trust & Estate Attorneys 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.

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Not all firms are created equal

We rigorously evaluate and individually interview all firms before they're accepted on to the Harness Wealth platform.

Our Advisory Council has a deep financial pedigree

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

Our diligence criteria is extensive

We collect information on over 120 attributes for each firm, covering not only breadth of experience, services and fees, but also hiring processes, cybersecurity and internal audits and controls.

Our Firm Evaluation Process

Firm fees and our fees

Our firms have a variety of fee structures. The fee structure of the specific advisors you are paired with will be shown on your Harness Wealth dashboard before you select your firm.

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