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Net Worth Strategies, Inc.

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 ( and StockOpter Pro) enable advisors and their stock plan recipient clients to make timely and tax efficient decisions using unique analytics and functionality.

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. For a list of some of our current clients, click HERE.

Net Worth Strategies Product- for Equity Compensation Advisors

Net Worth Strategies Product- StockOpter Pro Software