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. This means that we do not sell insurance, annuities, mutual funds, or any other product, or require that we manage your money to help you. Instead, we offer highly customized, personal financial planning services to both US domestic and cross-border clients with the mission to help you achieve your life's goals. Based in Addison County, Vermont, we work both virtually and locally, with offices in Middlebury and Bristol.
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!
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.