Soaring Wealth LLC

Making the right decisions about your equity compensation in the little time you have can be nearly impossible.  And for those with cross-border situations, the complexity is exponential, so it's critical to have an experienced advisor on your team to help you navigate them.

At Soaring Wealth, our planning services simplify your decisions so you can feel more confident, maximize your after-tax wealth, and live the life you love. 

I serve as a personal CFO for busy professionals who need a 360-degree perspective on your finances to make effective, goals-based decisions in the little time you have. While tax planning serves as the backbone for many decisions, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.

As an experienced advisor, I provide actionable guidance by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth - it's my job to help you protect and preserve it.