Businesses and Wall Street are preoccupied at marketing to Gen Y, but Harness Wealth CEO David Snider tells Reuters' Fred Katayama why he serves the "misunderstood" Gen X market with retirement advice.
You vowed never to work “for the man” but suddenly you’ve inherited your parents’ money. Now what? David Snider’s Harness Wealth can help.
IPOs, especially successful ones like Pinterest, can make instant millionaires out of early employees, but they can also be the demarcation point for a new kind of workplace. There is a culture shift with a focus on shareholder concerns. It can be challenging to recruit quality talent if there is a significant drop in market value after going public.
Before we started Harness Wealth, we completed significant research on the biggest areas of concern and desired investment for advisers.
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.