Equity Compensation Risk Analysis & Tax Planning
"StockOpter is THE name in stock compensation analysis, management and modeling."

StockOpter Pro

Equity Compensation Risk Analysis & Tax Planning Tools
"StockOpter Pro is designed to model the AMT liability from ISO exercises." for Advisors

Attracting Executives & Helping Them Make Timely Decisions
" is the ideal tool for advising corporate executives." for Recipients

Personal Guidance for Managing Your Company Stock/Options
" is perfect for anyone with equity compensation and no idea when to take action."

For Advisors

Enables advisors to analyze risk & monitor equity compensation positions to determine when & why to take action.

Tax Planning

Models goal-based and tax efficient company stock & options strategies to establish prudent action plans.

For Recipients

Enables “do-it-yourselfers” to analyze their stock compensation grants to make rational diversification decisions.
AUM Webinar



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 (StockOpter Pro) 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.