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 serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances in order to make effective, goal-based decisions in the little time you have.
We serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances in order to make effective, goal-based decisions in the little time you have.
Services
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. I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner.
At Soaring Wealth LLC, we believe that all aspects of your finances need to work effectively together for you to reach your goals. While tax planning serves as the backbone of all our advice, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.
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