Financial Planning and Investment Management
Your financial future — and financial present — depends on savvy management. Our experienced Financial Advisers help you navigate decisions around equity compensation, investment strategy, a recent inheritance, or retirement planning.
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.
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.
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, cyber security and internal audits and controls.
Our Advisory Council has a deep financial pedigree
We developed our diligence process with insights from our Advisory Council, which is made up of former CEOs, policy-makers and ultra-high-net-worth family office executives.Our Firm Evaluation Process
Our firms have a variety of fee structures. The fee structure of the specific advisers 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.
Your existing assets, financial goals, and personal preferences determine the advisers and opportunities that will be the most productive for you.
- Arizona Based
- Tax Planning
- Female Adviser
Evaluate specialty advisers side-by-side to find the ones that you’d like to have a consultation with.