Stuart David Stevens

Many 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.

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.

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.

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.

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.

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.