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.”