Our Approach

The most important aspects of your finances are handled under one roof by a team that puts your best interests first

Through tax-optimized financial planning and investment consulting, we strive to enhance the financial health of the entire Silicon Valley community.

Our Philosophy

We use an advising model that encompasses the most critical aspects of wealth and asset management: tax, investment, and financial planning.

Our team upholds the highest fiduciary standards while using Nobel-Prize winning, evidence-based investment strategies to offer higher expected returns.

The Fiduciary Standard

Investors deserve uncompromised advice. At WRP, we do not push products or earn commissions. We’ll never try to upsell you on financial products you don’t need.

We offer our clients full transparency and independence. As fiduciaries, we are committed and bound by law to put your financial interests above our own, 100% of the time.

We are a fee-only, independent, registered investment advisor (RIA).