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. I 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 to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, 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. As a trusted advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth - it's my job 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.