Introduction
WRP Wealth, led by Scott Jacobs, is a premier financial planning firm specializing in guiding tech professionals through the complexities of stock options and equity compensation. They are also a trusted advisor to the LGBTQ community, offering culturally competent financial strategies backed by a robust network of estate planners, CPAs, and legal professionals.
Quick Facts
- Specializes in tech equity
- Expertise in LGBTQ financial planning
- Bay Area based with nationwide clients
- Strong referral network
- Focus on long-term planning
What They Do
WRP Wealth helps families manage their complete financial picture from today through age 95. They provide asset management, retirement and medical cost planning, Social Security optimization, college funding strategies, and assistance with aging parent care costs. They specialize in complex employee stock option plans including nonqualified options, ISOs, and restricted shares, particularly for Silicon Valley tech professionals.
Location & Service Area
Based in San Jose with offices throughout Silicon Valley and virtual services from Oakland, WRP Wealth primarily serves the Bay Area but also works with clients nationwide including Portland, Texas, Boston, Florida, New York, and Arizona through referrals and client relocations.
What Makes Them Different
WRP Wealth specializes in complex employee stock option plans for Silicon Valley tech professionals and has deep expertise serving LGBTQ individuals and families. They have built a powerful referral network across estate planning, tax, bookkeeping, and legal services, which they actively leverage to benefit their clients. Their approach emphasizes culturally competent financial planning and strong, reciprocal referral partnerships.
Services Offered
Who They Help
WRP Wealth works best with tech professionals who have equity compensation packages requiring sophisticated planning around stock options and restricted shares. They also serve LGBTQ individuals and families seeking culturally competent financial planning. Their ideal clients typically have complex financial situations and value long-term, trusted advisory relationships.
Fun Fact
They are a tea person in a coffee-obsessed Bay Area.