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.
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.
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.
Schedule your first step today.