Advisory Services

Net Worth Solutions® is a virtual, full service registered investment advisor (RIA) firm. Founded in 2004, our clients are comprehensively served in a white-glove manner via their own dedicated personal advisor. Not only are our client portfolios appropriately and cost-effectively managed...we also serve in a consulting capacity including, but not limited to, financial planning, estate planning, financial life decision guidance and acting as a ready liasion between a client's CPA and/or attorneys. This is all encompassed by the proper application of various financial technologies.

eTaxPro is a virtual tax preparation and advisory firm established to better serve individuals and their tax filing and advisory needs - while doing so in a very convenient and efficient manner. Not only does eTaxPro prepare and file your individual taxes - the firm is available to serve you as you may have questions or tax issues that arise throughout the year. Moreover, since eTaxPro's proprietor has an expert background in employee equity compensation matters - we are able to provide you feedback on your equity comp inquiries.