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Credentials
CFP®, EA
Experience Industry experience
8 years
Location
Bristol, VT
Soaring Wealth LLC
Independent
Total advisors
1Clients per advisor
23 TypicalAvg AUM per client
$836,258 HighHNW client ratio
43% HighMany mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.
Based on Soaring Wealth LLC
1.2% to $1M, 0.8% to $2M, 0.6% above
$7,200+/engagement
$400-500/hour
$800+/month
$2,400+/quarter
Bristol, VT
Bristol VT
Advisors at this office
1
Texas · Vermont
8 years of industry experience
Herrick Ltd.
2019 - 2020 • 1 year
Burlington, VT
Steuern & Taxes LLC
2018 - Present • 8 years
Bristol, VT
Soaring Wealth LLC
2018 - Present • 8 years
Bristol, VT
Misasi & Company CPAs
2017 - 2018 • 1 year
Middlebury, VT
ADDISON ADVISORS LLC dba MARBLE TRAIL ADVISORS (154744)
2017 - 2018 • 1 year
Middlebury, VT
PricewaterhouseCoopers
2007 - 2017 • 10 years
Boston, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Ferrisburgh, VT
Veteran Wealth Planning
Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is the founder and sole advisor at Veteran Wealth Planning, having previously worked at Hanson and Doremus Investments and Planning and served in the U.S. Marine Corps. Outside of his advisory role, he manages several LLCs that oversee investment real estate operations. Veteran Wealth Planning serves a variety of private clients, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary approach with discretionary management primarily using passive ETFs, complemented by modern portfolio theory and both long- and short-term trading strategies.
Series 65
Middlebury, VT
Silver Birch Financial LLC
Megan Mandigo is a financial advisor at Silver Birch Financial LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Marble Trail Advisors and Parlour LLC. Silver Birch Financial is a fee-only investment adviser that provides comprehensive wealth management and financial planning to individuals, families, trusts, and charitable organizations. The firm uses fundamental analysis combined with long- and short-term strategies to manage portfolios primarily composed of equities, ETFs, no-load mutual funds, and fixed income.
Series 66
Middlebury, VT
Silver Birch Financial LLC
Matthew Wootten is a financial advisor at Silver Birch Financial LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Rock Point Advisors, and Addison Advisors LLC dba Marble Trail Advisors. Silver Birch Financial is a fee-only investment adviser providing comprehensive wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm uses fundamental analysis and both long- and short-term strategies to manage discretionary portfolios, typically utilizing equities, ETFs, no-load mutual funds, and fixed income.
Series 65
Middlebury, VT
Marble Trail Advisors
Stephen Boyce is a financial advisor at Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation with one year of industry experience. He worked at People's United Bank for 22 years before joining Marble Trail Advisors, where he has been since 2021. Marble Trail Advisors provides comprehensive wealth management and financial planning to individuals, families, trusts, and select institutional clients. The firm employs a value-based investment approach guided by written Investment Policy Statements and manages portfolios primarily with equities, ETFs, mutual funds, and fixed income securities, coordinating closely with clients' other professional advisors.
Series 65
Middlebury, VT
Marble Trail Advisors
Skylar Atkins is a financial advisor at Marble Trail Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Davis and Associates and Vermont Book Shop. Atkins has been with Marble Trail Advisors since 2018. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.
Series 65
Middlebury, VT
Marble Trail Advisors
Donald Devost is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation and 15 years of industry experience. He has been with Addison Advisors LLC dba Marble Trail Advisors since 2010. Marble Trail Advisors is a fee-only wealth management firm serving individuals, families, trusts, and institutional clients, managing approximately $490.2 million in assets. The firm employs a fundamental, value-based investment approach and combines comprehensive financial planning with portfolio management and third-party manager referrals.
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