Soaring Wealth LLC is a fee-only, fiduciary financial planning practice based in Addison County, Vermont, with an office in  Bristol, Vermont.  We work with clients both locally and virtually. 

Soaring Wealth LLC:
Live Your Dreams

Confidence - Perspective - Freedom

Fee-Only Certified Financial Planner™

Are Your Finances Supporting

the Life of Your Dreams?

During times such as these, with volatility in the markets on top of the pandemic affecting our daily lives, it is important to have clear information about your financial resources and options.  We are here to help, and offer a free 30-minute conversation to discuss how we can work together to achieve your financial goals.

About Soaring Wealth LLC

Soaring Wealth LLC is a fee-only, fiduciary financial planning practice based in Addison County, Vermont, with an office in Bristol, Vermont.  We work with clients both locally and virtually, using Zoom for video conferences and a secure client portal through our financial planning software, Right Capital.  We provide customized, personal financial planning services to both US domestic and cross-border clients, offering investment, tax and estate planning strategies customized to help you achieve your life's goals. 

Why Work With Us?


As CERTIFIED FINANCIAL PLANNERS™, we have met extensive training and experience requirements outlined by the CFP Board.  We’re also committed to ongoing continuing education to improve our skills and technical expertise.


At Soaring Wealth, our fees are transparent - we don’t sell financial products and aren’t compensated by anyone but our clients for our recommendations.  We work for you - and you alone!

Comprehensive Planning


We have a background in cross-border financial planning, investment management, and tax planning.  When building your financial plan, we believe that every element of your financial life needs to work together toward your goals.

Professional Designations and Memberships:

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Soaring Wealth LLC (“SW”) is a registered investment adviser offering advisory services in the State of Vermont and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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