HOUSTON–(BUSINESS WIRE)–Sound
Post Capital, LLC, a boutique financial services firm, is proud to
announce its collaboration with Harness
Wealth, a New York-based WealthTech business focused on giving
individuals access to the best financial advice.
“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 David
Snider, Founder & CEO of Harness Wealth and author of Money
Makers: Inside the New World of Finance and Business. “As such, we are
thrilled to welcome Sound Post Capital and Stephan Farber onto the
Harness Wealth platform. They will provide a high-touch, personalized
approach to financial planning which will help turn high-net-worth
financial strategies into reality for our clients. Stephan brings
decades of experience and a long track record of success working with
multi-generational families and tech wealth in CA, NY, DE and TX. Our
partnership will connect Sound Post Capital with both Harness Wealth
clients as well as enable them to partner with other elite financial
professionals in our network.”
Sound Post Capital is a multi-family office dedicated to simplifying the
complexities of multi-generational wealth, providing personalized
advisory and family office services to high-net-worth individuals,
families, non-profit foundations and operating businesses. The firm
specializes in working with families who are passionate collectors of
art, musical instruments and wine and manages direct investments with a
focus on real estate, energy, media and technology.
Because effective wealth management is grounded in sound structures and
techniques while connecting to each client’s priorities and aspirations,
Sound Post Capital clients will also benefit from access to the Harness
Wealth network of vetted tax and legal advisors. Both companies are
aligned in targeting ambitious, mid-career, digitally savvy
professionals who seek excellence and transparency in their professional
relationships.
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
Sound Post Capital,” says Stephan Farber, Founder and CEO. “ I couldn’t
be more pleased to have been chosen to partner with the Harness Wealth
team. As we continue to provide our mutual clients with today’s
multitude of investment options, they now have access to the latest
investment research technology, 24/7 online reporting and highly
customized, wealth transfer, tax and investment strategies for multiple
generations to come.”
Contacts
Brad Ginsburg
646-964-4446
[email protected]
