Harness Wealth

JUNE 5, 2024

When a new tax client registers for Harness, the platform recommends three tax advisory firms that align with their unique and personal needs, functioning like algorithmic match-making for the financial services industry. The goal is to give advisors, especially solo advisors, immediate access to the personalized insights they seek.

Taxes 64

Taxes Clients Planning Tax Planning 64

Envision Wealth Planning

MAY 23, 2022

Chloe is a Woman of Color, a group that is vastly underrepresented in wealth management, and she serves tech professionals in their 30s or 40s who often are women, People of Color, or LGBTQ+, many of whom are transitioning in their wealth journey from setting up the initial foundation to the next level. About the Author.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

WiserAdvisor

MARCH 13, 2024

Furthermore, investment planning enables you to capitalize on market opportunities and harness the potential for wealth accumulation. Moreover, it provides you with a deeper understanding of your tax situation and enables you to make informed decisions regarding your financial planning for the remaining years of your retirement.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105