Harness

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Website
520 Broadway
New York, NY 10012
+1 (646) 586-5427
https://www.harnesswealth.com

Harness Wealth is a modern platform designed to provide tailored tax and financial advice, connecting clients with advisors who possess specialized knowledge in areas such as company equity, small business, and cryptocurrency. The platform emphasizes a personalized approach, offering tools and resources that help clients manage their finances effectively and make informed decisions regarding their financial futures.

With a focus on collaboration, Harness Wealth features a secure digital client portal that centralizes tax and financial documentation, along with proactive notifications and shared household accounts. The company prides itself on its rigorous advisor evaluation process, ensuring clients receive expert guidance from professionals experienced in acquisitions, IPOs, and stock options.

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