Net Worth Strategies
HQ Address
62910 O.B. Riley Rd, Suite 300, Bend, Oregon 97703, United States
Website Address
Business introduction
Incorporated in 1999, Net Worth Strategies is the industry leader in professional equity compensation risk analysis and tax planning tools
We provide web-based and desktop applications that enable financial advisors to grow their practices by engaging and assisting individuals that receive company stock and options to diversify these holdings
On average, advisors that use StockOpter report that they generate over $500,000 in AUM per client and can charge between $500-$2,500 annually for equity compensation guidance and tax planning. StockOpter-based guidance helps clients maximize the value of their employee stock options, restricted/performance shares and company stock holdings by providing unique information that facilitates timely, informed and tax efficient diversification decisions.
Our clients include the top independent advisory firms and nearly every major financial institution that assists corporate executives with their employee stock options and company stock holdings.
Net Worth Strategies Solutions
StockOpter.com for Advisors
StockOpter.com for Advisors is the best tool for… Attracting new clients and assets under management Identifying equity compensation risk and encouraging clients to diversify Creating branded equity compensation analysis deliverables Developing a framework for providing company stock and option guidance Timing employee stock option exercise /sell decisions Monitoring key decision criteria (e.g. vesting, expiration, risk/reward, concentration) Calculating......
business needs
view solutionStockOpter.com for Recipients
StockOpter.com will provide you with information and decision alerts to help you maximize the value of your equity compensation. Here are the 5 things you need to know about your employer stock & options that are included in StockOpter.com: 1. Your Insight Ratios: a metric that helps determine the optimal time to exercise. 2.......
business needs
view solutionStockOpter Pro
StockOpter Pro is an Excel based application for equity compensation tax planning. It enables users to quickly model employee stock option, restricted stock and company share diversification strategies and optimize them for tax/cash-flow efficiency. StockOpter Pro is designed to significantly reduce the time required to illustrate and compare the after-tax effects of various diversification strategies......
