NET WORTH STRATEGIES

Net Worth Strategies is the leading provider of software tools for advisors and recipients to diversify company stock and option holdings... StockOpter from Net Worth Strategies, Inc. is the industry leader in professional equity compensation risk analysis and tax planning tools. We provide web-based (StockOpter.com) and desktop (StockOpter Pro) applications that enable advisors to provide equity compensation diversification guidance regarding: concentrated company stock positions, restricted shares/units, performance grants, employee stock options and stock appreciation rights... Founded in 1999, Net Worth Strategies, Inc. is the industry leader in equity compensation risk analysis and tax planning tools for financial advisors. Our current products (StockOpter.com and StockOpter Pro) enable advisors and their stock plan recipient clients to make timely and tax efficient decisions using unique analytics and functionality.

Also known as: Net Worth Strategies, Inc.

Primary location: Oregon United States