Net Worth Strategies

Open
62910 O B Riley Rd Ste 300
Bend, OR 97703

Net Worth Strategies Inc., founded in 1999, is a leading provider of equity compensation risk analysis and tax planning applications for financial advisors. Their flagship product, StockOpter, offers web-based and desktop tools that enable advisors to provide guidance on diversifying company stock positions, employee stock options, and other equity compensation grants. With a focus on goal-based and tax-efficient strategies, Net Worth Strategies helps advisors and recipients make informed decisions to manage their equity compensation holdings.

StockOpter, developed by Net Worth Strategies, is the industry leader in professional equity compensation risk analysis and tax planning tools. Designed for financial advisors, StockOpter enables them to attract and assist executives with their company stock and options, facilitating diversification and reinvestment decisions. Additionally, StockOpter.com can be used by equity compensation recipients to track their holdings and make profitable exercise and sell decisions. With a commitment to providing the best tools for timing company stock option diversification, Net Worth Strategies is a trusted resource for both advisors and recipients seeking to optimize their equity compensation strategies.

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