Malissa Marshall, 



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

Raison d’être

I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and tax consulting services in a seamlessly-integrated manner.  I also specialize in cross-border financial planning.


Before launching Soaring Wealth, I worked for a global accounting firm for over nine years in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe.  My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.

After witnessing such complexity first hand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US.  At that point, I joined a local RIA where I held the role of Tax and Financial Planning Manager for two years, providing integrated planning, investment and tax services.  But I quickly realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with cross-border expertise and provide the kind of comprehensive services that so many individuals need. 

Professional Designations and Memberships


IRS Enrolled Agent

National Association of Personal Financial Advisors (NAPFA)

Financial Planning Association (FPA)

XY Planning Network (XYPN)

FeeOnlyNetwork (FON)

National Association of Enrolled Agents (NAEA)

Media Mentions

New York Times, 9/18/20: "$2.50 a Year in Interest? That’s What $5,000 in Savings Gets"

NAPFA Advisor Magazine, April 2020: "Prepping for a Market Downturn"


When I'm not working with clients, I'm likely spending time with my 12-year-old son, Henry, and our two cats, Bernie and Calvin.  I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.

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.

Soaring Wealth LLC ADV and Privacy Policy

  • LinkedIn Social Icon
  • Facebook Social Icon

©2018-2021 by Soaring Wealth LLC