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.

More About Our Firms

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 Profile

2. 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.

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Trust & 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.

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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 advisors before you make a selection.

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