At Harness Wealth, we’re changing how equity builders access advice to make better financial decisions.

Equity stock options, business ownership, and equity partnerships can transform your financial trajectory, but they also introduce complexity and risk. We’ve experienced this firsthand. We found that guidance on what actions to take, which tech to utilize, and when to use advisors (and which ones) was either opaque or inadequate. Harness Wealth is the solution that helps you connect the dots.

Whether you’re navigating taxes around a liquidity event, crypto sale, or K-1, or determining how those gains factor into a strategic financial plan, we can help you see your financial picture, analyze potential decisions, and seamlessly collaborate with the best advisory firms so that you can move forward efficiently and confidently.

Welcome to Harness Wealth.