Soaring Wealth LLC
LIVE YOUR DREAMS
Integrated Financial Planning - Portfolio Management - Advanced Tax Planning
We serve mid- to late career corporate executives needing advanced tax planning - including those with equity compensation and/or cross-border situations; comprehensive portfolio management strategies; as well as guidance for the eventual transition to retirement.
Why Work With Us?
Confidence - Perspective - Freedom
We 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 in order to make effective, goal-based decisions in the little time you have. We serve as a trusted advisor who 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 our job to help you protect and preserve it.
With equity compensation (RS, RSUs, NQSOs, ISOs, ESPPs), we first analyze both your grants and existing holdings, explain the choices you have, outline the timeline for action, and help you develop a consistent strategy for managing these assets in an intentional way to further your goals.
For cross-border planning, we first analyze your situation to understand your US and foreign assets and reporting requirements, explain your options to optimize your situation on a global basis, and help you consolidate your assets so that they are best structured to support your long-term goals.
CFP® and Fiduciary
As a CERTIFIED FINANCIAL PLANNER™, we have met extensive training and experience requirements outlined by the CFP Board. As a CFP®, we are held to a fiduciary standard - to always put our client's interests first.
Fee-Only
At Soaring Wealth LLC, our fees are transparent - we don’t sell financial products and aren’t compensated by anyone but our clients for our recommendations.
Comprehensive Planning
When building your financial plan, we endeavor to ensure that every element of your financial life is integrated into a seamless whole to help you achieve your goals effectively.
Continuing Education
As members of NAPFA and NAEA, we are committed to 30 hours of continuing education in both financial planning and tax preparation and planning (60 hours total) every year - which we frequently exceed.
Experienced
Providing tax services for almost 20 years, including almost a decade at a Big Four public accounting firm (focusing on cross-border planning and serving high net worth clients), and achieved the CFP® credential in 2015.
Evidence-Based Portfolios
Knowing that proper diversification and minimizing investment fees and taxes are keys to long-term portfolio success, we build strategic portfolios focused on tax efficiency, such as asset location and tax-loss harvesting, and cash flow management.
Professional Designations and Memberships
