Malissa Marshall (CFP®, EA)

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

  • AUM
  • Corporate Executives
  • ExPat and Cross Border Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I started this firm so that I could provide comprehensive financial planning and portfolio management services in a seamlessly-integrated manner alongside my tax preparation and consulting services.  Toward that end, I specialize in helping clients who have complex tax situations – including those involving cross-border planning and complex estate planning needs, for example.

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 personal dreams should similarly provide that level of confidence, perspective and freedom.

NAPFA Start Date

May 14, 2019


This Office

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