Contact Us

Soaring Wealth LLC

Bristol, VT 05443

service@soaring-wealth.com

(802) 461-8222

About Soaring Wealth LLC

We serve mid- to late career corporate executives with equity compensation primarily in the biotech industry, including those with cross-border situations - both foreign nationals in the US and recently returned US expats - by helping them intentionally structure their assets to support their goals.  We offer integrated comprehensive financial planning, portfolio management, and advanced tax planning and preparation.

Contact Us

Thanks for reaching out!