Optimize Your IPO
with Goal Planning  

Your Vision is Our Mission

WRP Wealth Management specializes in navigating the complexities of equity compensation and safeguarding your financial future during an IPO. Our team of experts has the knowledge and insight to help you make informed decisions and maximize the potential of your unique situation, whether you have stock options, restricted shares, or ESPPs. Let us be your partner on this journey to achieve your financial goals.

Our Services

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 Planning

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 Planning

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.

Investment Management

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.

Who We Are

Customized Tax, Investment, & Wealth Management Planning for Tech Executives

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.

We’ve Helped Clients At

Slide 1

Named One of the Top Registered Investment Advisers by the Financial Times

WRP was named to the seventh annual Financial Times 300 list in 2020 as one of the top registered investment advisors.
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Named Among the Top 25 Wealth Management Firms in Silicon Valley

– by the Silicon Valley Business Journal
Slide 3

Forbes Recognizes WRP Among Top Firms in the United States

WRP was featured in Forbes' list of Top Registered Investment Advisor (RIA) Firms in 2023.

Ready to Learn More?

phone: (408) 549-8533

1732 N 1st Street, St #220, San Jose, CA 95112

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Schedule your first step today.