Harness Wealth
SEC RegisteredTax advisory tailored to you and your business
About the firm
Harness Wealth is a platform that connects individuals and businesses with tax firms experienced in advising clients on matters ranging from trust & estate planning to entity formation to exit planning. The platform offers services including tax filing, accounting, organizational systems, tax-efficiency strategies, and financial planning.
Areas of expertise
Services
Corporate and personal tax returns, accounting and bookkeeping, payroll services, business recordkeeping, business expense review, accounting system cleanup, goal-based tax strategies, corporate income strategies, budgeting and forecasting, financial analysis and planning.
Who they serve
Business owners, medical professionals, real estate investors, e-commerce businesses, solopreneurs, equity owners, high-net-worth individuals, and retirees.
Leadership
Office locations
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harness Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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