How It Works
Harness Wealth helps you find the services and firms you need to reach your financial goals.
Your Harness Wealth Profile
- YOUR NEEDS
- EXERCISING OPTIONS
- SELLING SHARES
- TAX PROJECTIONS
1. Create your profile
Answer questions about you, your financial goals, and upcoming milestones so that we can assess your opportunities and risks.Get Started
2. Receive personal recommendations
Based on your profile, our algorithm will recommend the services and firms best suited for you, across financial, tax, and/or trust & estate needs.GET STARTED
Trust & Estate Firms
& Zulaica LLP
- Bay Area
- IPO Experience
- Real Estate Expertise
3. Meet with and select your firm(s)
Evaluate your recommended firms side-by-side, consult with the advisors you like over the phone, video, or in person, and ultimately choose the firm that is right for you.
You will not be charged an incremental fee by Harness Wealth or our firms for using our service.GET STARTED
Your personal concierge
Throughout this entire process, our Concierge team is here to help with any questions you may have around services, pricing, and more.
They will help schedule all meetings with your firms throughout your evaluation process.Get Started