The modern wealth management experience

Harness Wealth refers you to curated Financial, Tax, and Estate Planning firms to evaluate and work with, entirely online.

Your Wealth Profile

  • Annual Income

    $650,000

  • 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 personalized referrals

Based on your profile, our algorithm will recommend certain services and the best suited firms for you, whether within Financial, Tax, and/or Estate Planning.

Find Your Advisors

Legal Advisors

3 RECOMMENDATIONS

Johnston, Kinney
& Zulaica LLP

PAIRING ATTRIBUTES
  • California Practice
  • LGBTQ Estate Planning Expertise
  • Female Adviser

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.

Find Your Advisers

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.

Get Started