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.
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Advisors at this Office

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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