HARMONEY WEALTH, PLLC

Harmoney Wealth, PLLC offers a range of wealth management services including financial planning, investment management, tax strategy, estate planning, and charitable giving advice. As an RIA, the firm acts as a fiduciary, meaning it must put client interests first. Services are tailored to high-net-worth individuals and families seeking comprehensive oversight of their financial affairs (per public record).

Harmoney Wealth operates as a multi-family office, catering to multiple unrelated families rather than a single wealthy family. This structure allows clients to access institutional-quality wealth management and planning services at a shared cost. It is distinct from a single-family office, which serves only one family's wealth (per public record).

As a registered investment advisor, Harmoney Wealth likely charges fees based on a percentage of assets under management (AUM), a flat retainer, or a combination of both. The specific fee schedule is not publicly disclosed. RIAs are required by law to disclose their fee structures in their Form ADV filing with the SEC or state regulators (per public record).

Harmoney Wealth constructs portfolios using a mix of asset classes including publicly traded equities, fixed-income securities, and alternative investments. The firm also integrates tax-efficient strategies into portfolio management. Specific fund or security selections are not disclosed publicly, as they are tailored to individual client needs (per public record).

Harmoney Wealth primarily provides investment advisory and financial planning services rather than originating direct private investments. The firm likely manages client assets through third-party custodians and recommends investment products such as mutual funds, ETFs, and separately managed accounts. It does not appear to operate a proprietary fund structure (per public record).