Soaring Wealth LLC
Financial & Tax Planning for Equity Compensation and Cross-Border Complexity
Many mid-career professionals work hard for their equity compensation and international opportunities, but have little time to untangle the tax and financial complexity that comes with them. When cross-border issues enter the picture, the stakes and confusion only grow.
Soaring Wealth specializes in helping equity-compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. We act as your personal CFO, providing a 360-degree view of your finances so every choice — from RSU sales and option exercises to retirement and estate planning — supports your long-term goals.
Our integrated approach combines financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross-border tax obligations, and family priorities — and proactively helps you navigate them.
Clients come to us feeling pressed for time and worried about missing something important. We simplify complexity, model trade-offs, and highlight potential unintended consequences in plain language so you can make informed decisions with confidence. Our role is to help you protect and grow your after-tax wealth, reduce stress, and free up more energy for your career, family, and the life you are building across borders.
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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