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?

CFP®

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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.

Fee-Only

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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.