Net Worth Strategies is please to announce that we are now a participating vendor on Schwab OpenView MarketSquare™. MarketSquare is a resource that provides technology ratings and reviews exclusively by and for advisors who custody with Schwab Advisor Services™. Please take a moment to submit a review today for or StockOpter Pro to share your experience with others, following these directions:

  1. Visit MarketSquare online at
  2. Select "Submit a Review."
  3. Log in using your Schwab Advisor Center® credentials.
  4. Choose the product ( or StockOpter Pro) you want to review (if it's not in the predefined list you can type in the name).
  5. Complete and submit the survey

Thank you for choosing Net Worth Strategies as your Equity Compensation Management & Analysis provider. We value your business and welcome feedback on the solutions and services we provide.

MarketSquare_participant_HORIZ_web Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.

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