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

©2019-20 by Soaring Wealth LLC

What I'm Doing Now

Business

Last year at this time I was in a rather precarious situation: I had quit my job in mid-November to start my own firm, and then finally submitted all the necessary documents to the State in mid-December - I didn't know it at the time, but it would take another two months - until February 28th - for the State to approve my application to become a Registered Investment Advisor.  So a year ago I had no idea whether my firm would be approved, or whether it would even be successful.  Thankfully, both came true, and although it has been a difficult year - the learning curve has been quite steep - I feel confident about where things stand now and excited for what the new year has to offer.

Of course, one thing is the same this year as last, and many years preceding: it is time to gear up for tax season!

Reading List

  • David Allen, Getting Things Done

  • John Elder, Reading the Mountains of Home (about his explorations of the two mountains behind my home)

  • Brian Wruk, The American in Canada: Real-Life Tax and Financial Insights into Moving to and Living in Canada 

  • Brian Wruk, The Canadian in America: Real-Life Tax and Financial Insights into Moving to and Living in the US

Winter at Home

I love being outdoors in winter: hiking in the snow - for pictures from this morning, see my January newsletter - and skiing, in particular at Mad River Glen with my son, who constantly ribs me for being a better skier than I am (he is, and has been since he was probably seven years old).  The long, sedentary hours I've spent working over the past year has taken its toll, so I am looking forward to being more active and making that a priority in the New Year.  

Last updated: 5 January 2020