Concierge Services




Harless & Associates is proud to offer financial concierge and consulting services to families and corporate executives with additional professional needs. Our services include: investment portfolio review and analysis; home office services for bookkeeping; household payroll and bill-pay; and financial consulting and oversight for estates and trusts, elder care and families with special needs. Our professional staff is bonded and insured, and bound by state and national codes of professional ethics. The H&A team includes CPAs, tax attorneys, experienced investment professionals, and those fluent in Spanish and Mandarin.

Harless and Associates has offices in West Palm Beach and Jupiter, FL along with the offices of the Fuoco Group in New York and Florida. For full service accounting and tax services at our Jupiter location, search accounting services Port St. Lucie, accounting services Martin County, accounting services Palm Beach Gardens, accounting services Jupiter, accounting services Stuart and accounting services Juno.