Financial & tax planning
for equity compensation & cross-border complexity.
You're a mid‑career professional with demanding work, meaningful equity, and a life that may span more than one country. Managing RSUs, stock options, private equity, and multi‑jurisdiction tax rules on top of everything else can feel like a second job.
Equity compensation? check.
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Cross-border complexity? check.
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Both? you've come to the right place.
Who We Help & How We Simplify
Complex Financial Challenges
Soaring Wealth specializes in serving busy, high-earning professionals facing complex financial planning needs, including:​​
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Founders and key employees managing equity compensation (ISOs, NQSOs, RSUs, ESPPs, and more).
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Investors and partners navigating private equity holdings and complex K-1s.
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US families with cross-border tax and estate issues, especially between the US and Europe.
Making the right decisions about your equity compensation can feel overwhelming when time is short. For clients with cross-border complexities, the challenge multiplies. An experienced advisor — a thought partner who simplifies complexity and actively navigates these issues with you — is essential to avoiding costly, often irreversible mistakes.​
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Experienced Guidance Tailored to
Your Unique Needs
As your personal CFO, Soaring Wealth delivers advanced financial and tax planning designed specifically for busy professionals with limited time and complex finances. You need a clear, comprehensive view of your situation so you can make confident, goal-driven decisions without living in a spreadsheet.
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Drawing on a decade of experience at a leading global consulting firm serving clients across the US and Europe, Malissa brings deep expertise in equity compensation, international tax, and cross-border wealth planning that few advisors truly specialize in.
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Our integrated approach combines financial planning, investment management, and tax preparation into one coordinated service. This 360-degree perspective helps you reduce surprises, improve after-tax outcomes, and reclaim time for your career and family.
Personalized advice
on your time table.
Making complex decisions simple, so you can make decisions confidently and save valuable time.
Serving clients around the globe.
Virtual financial, tax and investment advisory services tailored for international professionals, wherever you are.
Our Core Services Designed
for Your Success
We offer tailored financial solutions that address the real-world challenges faced by busy professionals managing equity compensation and cross-border situations.
Equity
Compensation
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Understand the nuances of your stock options (ISOs/NSOs), ESPPs and RSUs in plain language.
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Model exercise and sale scenarios optimized for cash flow, tax efficiency, and long-term goals.
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Simplify critical decisions so you can maximize after-tax wealth and avoid unpleasant surprises.
Cross-Border
Planning
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Map your global tax residency, income, assets, and obligations across jurisdictions.
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Use strategic exclusions, credits, and treaty positions to minimize worldwide tax burdens.
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Navigate complex international regulations with confidence, supported by an advisor fluent in cross-border rules.
Investment
Management
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Professional portfolio management aligned with your goals, time horizon, and cash flow needs.
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Emphasis on diversification, low costs, and tax-efficient implementation.
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Ongoing monitoring and adjustments so your investments remain coordinated with your broader plan.
Your Personalized Path to
Financial Confidence
At Soaring Wealth, the process is structured but flexible, designed to respect your time while giving your finances the attention they deserve.
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Connect – Introductory Conversation
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A focused call to understand your goals, equity comp, cross‑border situation, and current concerns.​
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You learn how we work; we determine whether our expertise is the right fit for your complexity.
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Plan – Create Your Customized Financial Strategy
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We build a detailed roadmap that integrates equity compensation, cross‑border tax, investments, and cash flow.​
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You receive clear recommendations, implementation steps, and an understanding of the trade‑offs behind each decision.
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Steward – Ongoing Partnership to Secure Your Future
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If we move forward together, Soaring Wealth becomes your proactive financial steward, handling portfolio management, tax planning, and key equity decisions.​
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We meet regularly to review progress, adapt to life and law changes, and keep you moving toward what matters most.​
Confidence – Perspective – Freedom
​At Soaring Wealth, we combine deep expertise, practical experience, and a genuine understanding of your unique challenges to help you achieve confidence, clarity, and financial freedom.
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Practical Experience
With a decade at a Big Four global consulting firm, I served clients across the US and Europe, working with complex equity compensation and international tax issues that few advisors truly understand.
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Technical Expertise
As a CERTIFIED FINANCIAL PLANNER™ with a Master’s in Taxation and nearly 20 years as an IRS Enrolled Agent, I bring advanced training and real-world judgment to help you make the best decisions for your finances.
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Lived Perspective
Having lived in Germany and Switzerland, I know firsthand the nuances of managing wealth across borders. I also speak German at a near-fluent level, enabling seamless communication for clients with international ties.
Together, this unique blend of experience, expertise, and perspective helps create financial plans that empower you to take charge of your future and enjoy the freedom you deserve.
FAQs
1 / How should I time RSU or stock option sales if I’m moving from the US to Europe?
The best timing depends on when you become tax‑resident in each country, how your equity is sourced, and the specific rules of the country you are moving to. In many cases, modeling scenarios before you move allows you to manage both US and foreign tax more effectively and avoid unexpected bills later. Coordinated planning helps you decide what to exercise, sell, or hold — and when.
2 / Can one advisor really coordinate my equity compensation, investments, and cross‑border tax planning?
Yes — and for clients with complex compensation and multi‑jurisdiction lives, having everything coordinated in one place is often essential. Instead of juggling separate advisors who each see only part of the picture, you work with a single partner who integrates equity decisions, portfolio management, and tax strategy. That holistic view helps reduce missed opportunities, conflicting advice, and surprise tax outcomes.
3 / When is the right time to get help with equity compensation and cross‑border complexity?
Most clients benefit from engaging an advisor before major events, such as a big vesting, exercising options, an IPO or liquidity event, or an international move. Early planning lets you evaluate choices calmly rather than under deadline pressure. That way, you can align decisions with your goals, risk tolerance, and tax realities across borders.
4 / Do you only work with US expats in Europe?
US expats and internationally mobile professionals with ties to Europe are a core focus, but the deeper common thread is complex equity compensation and cross‑border or multi‑jurisdiction tax questions. If your situation involves meaningful equity, cross‑border moves or assets, or private equity investments — and you value detailed, integrated planning — there is a good chance we may be a fit.
