What We Do
WRP offers complete wealth management by combining financial planning with tax expertise to help you make sound investment choices while strategically managing the tax implications of those choices. WRP has vast experience in IPO planning to help guide you through the complexities that come with receiving company-issued stock options.
IPO Stock Options
Evidence-Based Pre-IPO Planning & Strategic Post-IPO Guidance
Receiving company-issued stock options is a once-in-a-lifetime opportunity, and proper planning during the pre-IPO process is crucial. WRP employs evidence-based pre-IPO planning strategies and will be there to provide expert advice throughout the IPO process as well as after your company goes public.
Tax Preparation & Stock Options Planning
Combining tax services with investment and financial planning enables WRP to provide complete wealth management. Our experts help executives and employees in pre-IPO companies manage the tax consequences of their investments and guide them through the process of deciding when and how to exercise options.
Financial Goal Setting, Implementation & Reviews
At all stages of wealth management, it’s essential to understand what you’re working toward. We’ll help you clarify your financial goals so we can forge a path to the future you desire. Your WRP advisor will meet with you regularly to ensure you’re staying on track to achieve your goals.
Commission-Free, Tax-Advantaged Strategic Investing
WRP is committed to the highest fiduciary standards and works on a fee-only basis to ensure our clients’ interests are always at the core of our advice. WRP considers your goals and risk tolerance as we formulate a personalized strategic investment portfolio while also helping you better understand the tax implications of your financial success.
While most firms start with investments, WRP begins with a plan that helps determine where you are, where you’re trying to go, and how you can get there. At WRP, there is no uniform process for each new client. We customize each plan and then drive it with evidence-based strategies. Don’t get lumped into a modeled portfolio and categorized into a bucket based on your risk score when you can get one-on-one consultation and a unique plan with WRP.
We’ve Helped Clients At
Who We Are
Customized Tax, Investment, & Wealth Management Planning for Silicon Valley Professionals
WRP develops personalized wealth management strategies to mitigate the ongoing tax implications of company-issued stock options and build strong financial futures for our clients. The experts at WRP are experienced financial planners and have helped clients through the IPO process at some of Silicon Valley’s top companies.
WRP’s Leaders in Print
Our experts have been featured in The Wall Street Journal, Worth, Entrepreneur, Consumer Digest, CNBC, and Reuters.