Our Approach

Complete Wealth Management You Can Trust

Why Work With WRP

We Have the Expertise to Protect Your Financial Future

Most firms can help you with either tax or financial planning. WRP employs expertise in both fields to bring you the very best in financial management service, guiding sound investment choices with a sharp eye on the tax implications that come with them. Specializing in financial planning for professionals in pre-IPO companies, we can help you save money by guiding you through the complex financial issues that come with receiving company stock options and your company’s IPO. With a personalized approach to financial management, WRP will design a unique plan based on your goals and risk tolerance and then fuel its success with evidence-based investment strategies.

A Few Of Our Specialties Include

  • The alternative minimum tax (AMT)
  • Timing the exercise of stock options
  • 83b elections
  • 10b5-1 plan

Our Process

WRP doesn’t use a one-size-fits all process. We begin by sitting down with each new client and getting to know their individual goals and priorities. While most of the big firms sort their clients into modeled portfolios according to their answers to basic questions, we’ll custom design your financial plan to fit your unique needs and vision. We work on a fee-only basis, guaranteeing that commissions never influence the advice we give.

Our Philosophy

WRP bases our advising model on a commitment to putting our clients’ interests first and on the conviction that the best financial advice must encompass all of the most critical aspects of wealth management: tax, investment, and financial planning. WRP uses evidence-based, Nobel Prize-winning investment strategies to generate higher expected returns for our clients and then protects those returns with strategic tax planning.

The Fiduciary Standard

As an investor, you deserve uncompromised advice. At WRP, we don’t earn commissions. We will never push or try to upsell you to financial products you don’t need. We are fiduciaries, bound by law to serve our clients’ financial interests above our own 100% of the time. WRP is a fee-only, independent registered investment advisor (RIA).

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.