How It Works

Harness Wealth helps you find the services and firms you need to reach your financial goals.

Your Harness Wealth Profile

  • Household Income

    $300,000

  • Industry

    Technology

  • Milestones

    Company IPO

  • 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.

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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.

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Trust & Estate Firms

3 RECOMMENDATIONS

Johnston, Kinney
& Zulaica LLP

PAIRING ATTRIBUTES
  • Bay Area
  • IPO Experience
  • Real Estate Expertise

3. Meet with and select your firm(s)

Evaluate your recommended firms side-by-side and consult with the advisors you like over the phone, video, or in person. Choose a one-time consult or an ongoing service with the firm that’s best 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 firms throughout your evaluation process.

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