Why Work With WRP
At WRP Wealth Management, we understand that many individuals have complex financial needs that require a comprehensive approach to financial management. While many firms focus solely on tax or financial planning, we have experts in both fields who work together to bring you the very best in financial management services.
Our personalized approach to financial management is designed to meet your unique needs, goals, and risk tolerance. We craft a custom plan and fuel its success with evidence-based investment strategies that have been proven to deliver results. Whether you are looking to plan for your future, manage your investments, or navigate the complex financial issues that arise with equity compensation and IPOs, the team at WRP Wealth Management can help.
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).
