A true partner for every stage of your equity journey
At Harness Wealth, we consider everything from equity grants and crypto assets to 401ks. Financial and tax advice isn’t just about optimizing. We make sure to consider your life goals and help you feel confidence in achieving them.
At Harness Wealth, we consider everything from equity grants and crypto assets to 401ks. Financial and tax advice isn’t just about optimizing. We make sure to consider your life goals and help you feel confidence in achieving them.
Founder & employee equity
How are ISOs taxed? When should I exercise? Avoid mistakes and make the most of your equity with exercise strategies, tax planning and 1:1 education.
How are ISOs taxed? When should I exercise? Avoid mistakes and make the most of your equity with exercise strategies, tax planning and 1:1 education.
Selling your equity
Navigating IPOs, acquisitions, and secondary markets can be difficult on your own. An experienced partner will make tax projections and multi-year exercise, sell strategies feel easy.
Navigating IPOs, acquisitions, and secondary markets can be difficult on your own. An experienced partner will make tax projections and multi-year exercise, sell strategies feel easy.
Navigating milestones alongside equity ownership
Your personal goals and milestones are important to consider when making equity decisions. Learn the key considerations and the smartest services at every turn for you and your loved ones.
Your personal goals and milestones are important to consider when making equity decisions. Learn the key considerations and the smartest services at every turn for you and your loved ones.
