Soaring Wealth LLC

Soaring Wealth LLC is a fee-only, fiduciary financial planning practice offering highly customized personal financial planning services to both domestic and cross-border clients.  Based in Vermont, we work both locally and virtually with clients around the world. 

At Soaring Wealth, we focus on comprehensive financial planning and believe that every aspect of your finances needs to work together in order for you to reach your goals.  Our firm serves several types of clients, but the underlying common factor is the need for a financial plan which is deeply integrated with strategic tax planning in all areas.  

Services offered:

- Comprehensive, long-term financial planning that focuses on strategic investment, tax and estate planning choices centered on short-, medium- and long-term goals
- Portfolio management rooted in evidence-based and goal-oriented investing principles
- Proactive tax planning for corporate executives and self-employed individuals and partners to better manage their annual tax liabilities related to equity compensation and other variable income
- Year-end tax planning to maximize tax-efficient charitable giving, retirement and education savings in alignment with clients’ long-term goals

Submit

Advisors at this Office

Submit

This Office

30 Spring St Bristol, VT 05443-1112 Phone: (802) 461-8222

Primary Office

30 Spring St Bristol, VT 05443-1112 Phone: (802) 461-8222