Malissa M. Marshall
SOARING WEALTH
Bristol, VT
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CRD#: 6855567
Professional summary
Malissa M Marshall, CFP® is a registered financial advisor currently at SOARING WEALTH LLC located in Bristol, Vermont.
Malissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Malissa has worked at 2 firms .
Core Areas of Focus
Charitable Giving
Corporate Executives
ExPat and Cross Border Issues
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Tax Planning
Biography
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 to mid- to late career corporate executives with equity compensation. I also specialize in cross-border financial planning for foreign nationals in the US and US expatriates.
Before launching Soaring Wealth, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.
Upon returning to the US, I realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.
When I'm not working with clients, I'm likely spending time with my 14-year-old son, Henry, and our two cats, Bernie and Calvin. I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Malissa M Marshall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
February 28, 2019 - Present
SOARING WEALTH LLC
RIA
CRD#: 299867
Bristol, VT
Past
September 13, 2017 - November 17, 2018
MARBLE TRAIL ADVISORS
RIA
CRD#: 154744
MIDDLEBURY, VT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/22/2024)
IAR
Vermont(2/28/2019)
Exams
Current Firm
SOARING WEALTH LLC
SOARING WEALTH LLC
CRD#: 299867 / SEC#:
Texas
Registered Investment Advisory firm - (3/8/2024 Conditional Restricted)Vermont
Registered Investment Advisory firm - (2/28/2019 Approved)PREMIUM
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Contact information
Main Address
Bristol, VT
Mailing Address
Phone number
(802) 505-9955
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 19,233,923 |
Red Flags
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