Soaring Wealth LLC
Soaring Wealth LLC is a fee-only, fiduciary financial planning and wealth management firm located in the green mountains of Vermont, offering both local and virtual services. We offer comprehensive and limited-scope planning as well as portfolio management with no account minimums.
Services Offered (selected):
- Comprehensive financial planning to help clients model out the long-term implications of their financial choices so that they can make the best decisions possible for themselves and their families.
- Portfolio management which is evidence-based and goal-oriented, focusing on low cost, risk appropriate, globally diversified portfolios of mutual funds and ETFs, with options for socially responsible investing and tax managed portfolios.
- Proactive tax planning for self-employed individuals (lawyers, real estate agents, etc.) to better manage their variable annual tax liabilities.
- Year-end tax planning to maximize tax-efficient charitable giving, retirement and education savings.