Curated financial, tax, and trust & estate firms
Harness Wealth helps you find the services and firms you need to reach your financial goals in a holistic way.
Your Wealth Profile
Household Income
$350,000
Industry
Venture Capital
Milestones
Buying a Home
- YOUR NEEDS
- Multiple K-1 Filings
- Alternative Investments
- Financial Planning
1. Your opportunities and risks
Answer questions about you, your financial goals, and upcoming milestones to inform the recommendations we provide you.
Create Your Profile2. Receive personal recommendations
Based on your profile, our algorithm will recommend certain services and the best suited firms for you, across financial, tax, and/or trust & estate needs.
GET STARTEDTrust & Estate Firms
3 RECOMMENDATIONS
Johnston, Kinney
& Zulaica LLP
PAIRING ATTRIBUTES
- California Practice
- LGBTQ Estate Planning Expertise
- Female Advisor
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 STARTEDYour 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 advisors before you make a selection.
Get Started