Integrated planning, tax, and investment services for complex equity and cross‑border situations.

Tailored strategies for equity compensation, cross-border tax issues, and comprehensive wealth management.

Our Services and Transparent Fees

At Soaring Wealth, we provide comprehensive financial and tax planning for professionals whose finances no longer fit a simple template — often involving equity compensation, US–Europe ties, and private equity or other complex assets. You get a trusted expert you can call, someone who sees the whole picture, explains how each decision fits your broader plan, and helps you take intentional, well‑timed action.

As your personal CFO, we present solutions tailored to you and work alongside you to implement them — saving you time, reducing stress, and keeping your plan on track while you stay focused on your career, family, and the life you are building.

One-Time Comprehensive Plan

3-Month Process

Ideal for busy professionals who want a clear, objective roadmap tailored to their life stage and complex needs from an experienced, independent advisor.

What's Included:

Full Financial Plan — covering investments, retirement, tax, and estate fundamentals.
Targeted Expertise — equity compensation, cross-border challenges, and strategic planning.
Clear Next Steps — you’ll leave with specific action items and ongoing recommendations you can implement.

Our Process:

Discover — clarify your financial picture, goals, and key challenges.
Design — develop tailored strategies to optimize taxes, investments, cash flow, and risk.
Deliver — walk through your plan together, answer questions, and help you prioritize your next actions.

Our Fees:

$7,200 – Standard Plan
$9,600 – Complex Plan (equity compensation, cross-border situations, private investments, advanced estate planning, etc.)
50% paid upfront, 50% at plan delivery

Ongoing Financial Planning & Wealth Management

Ideal for mid- to late-career professionals and retirees seeking ongoing, proactive guidance and full implementation support.

Core Services Include:

Financial planning and cash-flow analysis
Investment guidance and portfolio management
Income tax planning and tax preparation (optional)
Retirement and distribution planning
Estate, charitable, and legacy planning
Strategic planning for equity compensation (RSUs, ISOs, NQSOs, ESPPs, IPOs, etc.)
Cross-border planning

Our Process:

Initial planning process (following the One-Time Comprehensive Plan structure)
Annual spring planning meeting focused on goals, cash flow, and current priorities
Annual year-end meeting with portfolio review and year-end tax strategies, including a tax projection
Ad hoc meetings as needed when life, markets, or tax rules change

Our Fees:

Our ongoing wealth management fee combines comprehensive planning, tax planning, and discretionary investment management, with fees deducted directly from your investment accounts.

Standard tier

Minimum annual fee of $12,000, which covers assets under management up to $1,000,000
Above $1,000,000, assets are billed at:
- 0.80% from $1,000,001 to $2,000,000
- 0.60% on assets above $2,000,000

Complex tier

Minimum annual fee of $20,000, which covers assets under management up to $2,000,000
Above $2,000,000, assets are billed at 0.60%

Fees are based solely on complexity and assets under management — not on product sales or commissions — so your interests and ours stay aligned.

Two women having a financial planning discussion in front of a computer, representing personalized client advisory services

Ready to take control of your financial future?

You do not have to navigate equity compensation, cross‑border tax rules, and sophisticated investments alone. When you are ready for an experienced thought partner to help you simplify the complexity, we are here.

Let's Talk