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About Soaring Wealth

Making the right decisions about your equity compensation in the limited time you have can feel nearly impossible. For those with cross-border situations, the complexity increases exponentially – that’s why having an experienced advisor on your side is critical to navigating these challenges. At Soaring Wealth, we simplify your financial and tax planning to help you feel confident, maximize your after-tax wealth, and live the life you love. I serve as a personal CFO for busy professionals who need a comprehensive, goal-focused view of their finances. While tax planning forms a key foundation, focusing solely through the tax lens is not enough — it’s essential to ensure all aspects of your financial life are aligned to support your goals. As your trusted advisor, I provide actionable guidance to help you set priorities, explore alternatives, and anticipate potential unintended consequences — enabling you to make confident, informed decisions. At this stage in your career, your focus is on spending time with your family and growing your wealth; my job is to help you protect and preserve it. ____________________ 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. All written content on this site is for information purposes only. Opinions expressed herein are solely those of SW, unless otherwise specifically cited. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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