WRP on Financial Times 300 Top Registered Investment Advisers List

WRP Wealth Management has been named to the seventh annual Financial Times 300 Top Registered Investment Advisers, which recognizes top independent RIA firms from across the United States.

The FT 300 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Applicants were graded on six factors including assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. The list assesses RIAs with AUM of more than $300 million on their expertise.

WRP was one of 53 firms from California to make the list and one of just one of 14 in the Bay Area. The 300 firms named to the list represent 39 different states and Washington, D.C.

At WRP, we offer complete wealth management services by combining financial planning with tax expertise to help you make sound investment choices while strategically managing the tax implications of those choices. Our unique approach is not one-size-fits-all; instead, we’re dedicated to developing strategies that are designed to meet our clients’ individual needs. We are a fee-only, independent RIA that uses evidence-based, Nobel Prize-winning investment strategies to generate higher expected returns for our clients.

If you’re interested in learning more about us and gaining valuable information to help protect your financial future, view our resource center or insights blog.

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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.