Soaring Wealth

Our Mission

At Soaring Wealth, we empower busy professionals to achieve financial freedom and live life on their terms through comprehensive financial planning, investment management, and advanced tax optimization. We specialize in assisting individuals with complex financial situations, particularly those involving equity compensation and cross-border transactions.

Who We Serve

Our clients include:

• Founders and employees receiving equity compensation (ISOs, NQSOs, RSUs)
• Investors with private equity investments
• Individuals with cross-border financial situations

Our Comprehensive Approach

Understanding the complexities of your unique situation is paramount. We take a holistic approach, examining your financial life from all angles to develop a personalized plan that aligns with your specific goals and aspirations. Our services include:

Equity Compensation Planning

• Precise assessment of your equity holdings and their impact on your finances
• Scenario modeling to optimize exercise and sale decisions
• Comprehensive cash flow planning considering holding periods and tax implications

Cross-Border Planning

• Global mapping of tax residency, assets, income, and tax liabilities
• Minimization of worldwide tax burden through strategic utilization of exclusions, credits, and treaties

Investment Management

• Customized portfolio management tailored to your long-term goals and cash flow needs
• Emphasis on diversification, low costs, and tax efficiency

Our Guiding Principles

We believe in:

• Client-centered approach: We prioritize your needs and goals at every stage of the process.
• Transparency and communication: We provide clear and concise explanations of your financial situation and plan recommendations.
• Long-term perspective: We focus on building sustainable wealth for the future.
• Advanced expertise: We leverage our extensive experience and ongoing professional development to deliver optimal solutions.

Our Founder & Advisor

Malissa Marshall, founder and Certified Financial Planner (CFP), brings over a decade of experience from a global consulting firm to Soaring Wealth. With advanced knowledge in taxation and tax planning, Malissa has guided clients through complex financial situations with insightful guidance and personalized solutions.

Contact Us Today

Let us simplify your financial decisions, maximize your wealth, and empower you to achieve financial freedom.