Net Worth Strategies Inc

  • Financial Services
  • Bend OR
  • 8 employees
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Headquarters
62910 O.b. Riley Rd Ste 300, Bend OR
Website
networthstrategies.com
Phone
(541) 383-****
Employees
8
Founded in
1998
Industry
Financial Services
NAICS Codes
54 - Professional, Scientific, and Technical Services
541 - Professional, Scientific, and Technical Services
5416 - Management, Scientific, and Technical Consulting Services
54161 - Management Consulting Services
541611 - Administrative Management and General Management Consulting Services
SIC Codes
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$1B

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Who is Net Worth Strategies Inc

Net Worth Strategies Inc. is a privately held company based in Bend, Oregon. The company employs 8 people and generates approximately $1 million in annual revenue. Net Worth Strategies Inc. offers StockOpter, a suite of web-based and desktop applications designed for equity compensation analysis and diversification. StockOpter helps individuals maximize the value of their employee stock options, restricted shares, and performance grants by providing tools for informed investment decisions. The platform caters to Stock Plan Recipients, Financial Advisors, and Plan Sponsoring Companies. StockOpter.com is a user-friendly platform for analyzing and monitoring company stock and option portfolios, offering a risk/reward framework for diversification. StockOpter Pro, an Excel-based tool, helps develop goal-based and tax-efficient equity compensation diversification strategies with actionable plans. For further details, visit networthstrategies.com or contact Bill Dillhoefer at 541-383-3899 or [email protected].

Company Leadership

Bill Dillhoefer

Chief Executive Officer

Phone Email
Kellye Pape

Director of Administration and Sales Services

Phone Email

Net Worth Strategies Inc Industry Tags

StockOpter Equity Compensation Diversification Tools
Personalized Equity Compensation Management
Determining When to Exercise Employee Stock Options
Helping Financial Advisors to Attract & Assist Executives
Financial Services
Financial Advisory Services
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FAQ

What is the location of Net Worth Strategies Inc's headquarters?
The headquarters of Net Worth Strategies Inc are situated at 62910 O.b. Riley Rd Ste 300, Bend OR
What is Net Worth Strategies Inc's phone number?
Net Worth Strategies Inc's contact number is (541) 383-****.
What is Net Worth Strategies Inc's official website?
The official website of Net Worth Strategies Inc can be found at networthstrategies.com.
What is Net Worth Strategies Inc's current revenue?
As of February 2015, Net Worth Strategies Inc's annual revenue reached $1B.
How many employees does Net Worth Strategies Inc currently have?
Net Worth Strategies Inc employs approximately 8+ people as of February 2015
Which industries is Net Worth Strategies Inc primarily operating in?
Net Worth Strategies Inc operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of Net Worth Strategies Inc?
Net Worth Strategies Inc's Chief Executive Officer is Bill Dillhoefer
What are Net Worth Strategies Inc's industry tags?
Net Worth Strategies Inc's industry tags include: StockOpter Equity Compensation Diversification Tools, Personalized Equity Compensation Management, Determining When to Exercise Employee Stock Options
When was Net Worth Strategies Inc founded?
Net Worth Strategies Inc was founded in 1998.

Employee Directory

Key Employees

Bill Briggs

CEO

Phone Email

Cathy Briggs

Senior Principal Consultant

Phone Email