Malissa Marshall (CFP®, EA)

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

I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, 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 a trusted 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.

Services include:

    - Creation of an initial, comprehensive financial plan based on your personal goals

    - Two planning meetings per year (spring and fall)

    - Portfolio management

    - Detailed tax projections and planning guidance

    - Tax preparation

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 primarily in the biotech industry. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates.

Before launching Soaring Wealth, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax 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 run into.

After witnessing such complexity first hand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US, but I quickly 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 13-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

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This Office

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