Financial Planning

Tax-Efficient Financial Planning to Safeguard Your Future

WRP will help you clarify your financial goals and make a strategic, tax-efficient plan to reach them. Then, we’ll drive your personally tailored financial plan with evidence-based strategies and meet with you regularly to ensure you remain on track.

How WRP Can Help

Pre- and Post IPO Financial Planning

WRP specializes in helping executives and employees of pre-IPO companies navigate the complex planning and tax issues surrounding stock options. After IPO, we’ll continue to be there to help you strategically build and manage your wealth.

Personalized Service

Unlike the big financial management firms, WRP takes a personalized approach to financial management. We get to know each of our clients and craft unique plans to fit their individual goals, priorities, and risk tolerance.

Tax Efficiency

We craft tax-efficient strategies to help you reach your financial goals.

  • Alternative minimum tax mitigation
  • Charitable planning
  • Estate planning
  • Tax-loss harvesting

9 Crucial Financial Planning Steps to Take When Anticipating an IPO

If your company is preparing for an IPO, what you do now can either enhance or diminish your future gains. Take these 9 steps while your company is gearing up for public offering.

Our Financial Planning Philosophy

At WRP, integrity and sound guidance are at the core of our values. Adhering to the highest fiduciary standards, we’ll work with you one on one to develop a tax-efficient financial plan to meet your goals.

Ready to Learn More?

phone: (408) 549-8533

10 Almaden Blvd., 15th Floor, San Jose, CA 95113

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Schedule your first step today.