Malissa Marshall (CFP®, EA, MST)

Malissa Marshall focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • ExPat and Cross Border Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

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 financial and tax 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 require advanced tax and financial planning and 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 of the 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 can provide actionable guidance to help you achieve your personal goals 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. Our core services include: - Creation of an integrated financial, tax and estate plan centered on your personal goals - Annual Spring and Year End Financial Planning Meetings - Portfolio management Our customized services include: - Planning around equity compensation - Planning around cross-border situations

Additional Information

I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective and freedom.

I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner to mid- to late career corporate executives with equity compensation, including cross-border financial and tax planning for foreign nationals in the US and US expatriates.

Before launching Soaring Wealth, I worked for a Big Four global consulting firm for a decade in San Francisco, Boston, and Zürich, Switzerland, providing services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations encounter.

Upon returning to the US, I realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.

When I'm not working with clients, I'm likely spending time with my 15-year-old son, Henry, and our two cats, Bernie and Calvin.  I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.

NAPFA Start Date

May 14, 2019


This Office

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