Tax Planning Infographic Download

WRP provides complete wealth management with their investment and financial planning combined with tax services.

There are possibilities for tax consequences on your investments when your an executive or employee at a pre-IPO company.

Download the infographic to learn how WRP can help you through tax planning.

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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.