Harness Wealth
MAY 25, 2023
Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services. ChFCs have undergone extensive education and experience requirements, focusing more heavily on practical applications of financial planning. Tax services provided through Harness Tax LLC.
Sara Grillo
APRIL 10, 2023
Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
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The Big Picture
JUNE 11, 2024
We were basically dealing with 401k plans that were from startup to a hundred or so million. They still got their website, they still got their financial consultant in the branch. So, you know, we, on the, on the private wealth side, we work with the mass affluent, we work with people that have 10 million up.
Harness Wealth
JANUARY 17, 2025
Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. Some tax advisors specialize in tax planning, while others may concentrate on auditing, financial consulting, or simply annual tax filing.
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