Featured New Member – Soaring Capital Management, LLC
Invest for the Future
Soaring Capital Management is a results-driven financial advisory company dedicated to your success in
planning, protecting and growing wealth.
We abide by the highest fiduciary standards to provide truly independent advice for individuals, families
and trusts plus endowments, foundations and business entities.
Always commission-free, fee-only and independent.
We do better when you do better.
Soaring Capital’s Core Values:
• Trust, Integrity and Respect
• Exceptional Customer Service
• Long Term Partnership
• Financial Peace of Mind and,
Soaring Capital Offers:
• Personalized Investment Plans
• Retirement and Goal Planning
• Tax and Risk Mitigation Strategies
• Global Investment Opportunities
• Access to Exclusive Niche Investments
Let Soaring Capital manage your financial plan so you can live your best life.
Brian F. Moss, CFA
Soaring Capital Management, LLC is a registered independent advisory company based in Darien, CT and managed by long-time Darien resident, Brian F. Moss, CFA.
Mr. Moss has over 30 years of professional investing, risk management and alternative investment experience. He has worked with some of the world’s largest investment firms and prominent US families. Mr. Moss has appeared in the Wall Street Journal, Bloomberg, Greenwich Time and others.
Brian lives in Darien with his wife Talita, Isabella (DHS ’23) and Lucca (7th grade, MMS).