2019 JUN 24 (NewsRx) -- By a
“Harness Wealth provides clients with a holistic and personalized wealth planning solution by combining cutting-edge technology with top human advisers. We rigorously evaluate every adviser that we bring onto our platform to ensure that our clients find the best adviser(s) to meet their unique needs,” says
Because effective wealth management is grounded in sound structures and techniques while connecting to each client’s priorities and aspirations,
Harness Wealth provides a unified data platform for families and individuals to manage their wealth and connect with a highly curated set of top advisors to manage their financial well-being. Clients are paired with the right adviser by Harness Wealth’s proprietary algorithm based on their current and future needs. Harness Wealth has also created a centralized client dashboard to facilitate financial planning, account aggregation and developed resources for clients on how to build a successful financial future.
“I am impressed with the vision and leadership at Harness Wealth. David has assembled a first-rate team that complements the work we’re doing at
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