WRP Wealth Management, established in 1990 in San Jose, California, specializes in providing comprehensive, fee-only financial services tailored to the unique needs of tech executives and employees, particularly those with equity compensation from pre-IPO companies. The firm offers a holistic approach encompassing tax planning, investment management, financial planning, and strategic guidance through the IPO process.

WRP’s team of experienced advisors collaborates closely with clients to develop personalized strategies that address complex financial situations, aiming to optimize wealth accumulation and preservation. Their commitment to fiduciary standards ensures that client interests remain at the forefront of all advisory services.

With a focus on evidence-based investment strategies and a deep understanding of the tech industry’s dynamics, WRP Wealth Management has built a reputation for helping clients navigate the intricacies of equity compensation and achieve long-term financial success.