Personalized Tax and Pre-IPO Planning Services to Enhance Your Financial Future

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Customized Tax, Investment, and Wealth Management Planning Strategies for Silicon Valley Professionals

Tax Planning & Preparation

Reduce your tax burden and proactively put more wealth into your pocket.

Investment Management

WRP is a fee-only firm that upholds the highest fiduciary standards.

Pre-IPO & Post-IPO Planning

Proper planning at the right time can help mitigate tax consequences, concentration risk and liquidity concerns.

Named Among the Top 25 Wealth Management Firms in Silicon Valley

– by the Silicon Valley Business Journal

Equipping Silicon Valley families to better their lives and community through an integrated approach to tax and wealth management.

IPO Stock Options

Create And Implement A Coherent Plan

  • Evidence-based Pre-IPO Planning

    Pre-IPO options provide a variety of opportunity and challenges. Strategies to maximize future after tax gains have to be balanced with current tax and liquidity concerns and include potential risk reduction techniques.

  • Strategic Post-IPO Planning

    Whether it’s waiting for a trading window to open, or implementing a 10b5-1 plan, developing a framework on when to sell, and continuing to exercise on a strategic tax basis is crucial to accomplish financial goals.

  • Alleviate Risk Prior to the Lockout Period

    The lockout period is a very scary time for many with significant equity stakes in their company. While some pre-planning can alleviate the concerns before the period begins, there are strategies that can take risk off the table.

Tax Planning

Personal Tax Planning & Tax-Loss Harvesting

  • Stock Options Planning

    Prepare for your future by mapping your options. Know what to expect at each milestone and work with your advisor as your circumstances change.

  • Tax Preparation

    Keep on track with regular meetings with your advisor. Gain confidence that you’re on track to achieve your goals.

  • Timing the Sale of Your Appreciated Assets

    Whether you’re beginning the planning process or looking to pass wealth to the next generation, goal setting is the key to achieving financial clarity.

Financial Planning

Client-Focused Independent Financial Advice

  • Modeling Major Decisions

    Prepare for your future by mapping your options. Know what to expect at each milestone and work with your advisor as your circumstances change.

  • Implementation and Reviews

    Keep on track with regular meetings with your advisor. Gain confidence that you’re on track to achieve your goals.

  • Financial Goal Setting

    Whether you’re beginning the planning process or looking to pass wealth to the next generation, goal setting is the key to achieving financial clarity.

Investments

A Nobel Prize Winning, Academic Approach to Investing

  • Fee-Only (No Commissions)

    We uphold the highest fiduciary standards to ensure your financial interests are always at the core of our recommendations.

  • Tax-Advantaged Investing

    Position your assets to take full advantage of tax laws. Experienced CPAs help you consider the tax implications of your investment funds.

  • Low-Cost Investments

    Our fee-only approach helps you avoid unnecessary and misleading brokerage fees. We work with low cost providers so our clients keep more of their own money.

  • Strategic Investing

    We provide custom, risk-optimized investment portfolios based on Nobel-prize winning strategies that offer higher expected returns.