Soaring Investment Management

Soaring Investment Management delivers bespoke financial advisory services, crafting tax-informed strategies and custom investment portfolios. The firm constructs personalized financial plans by leveraging initial risk-based models, meticulously adapting them to each client’s unique circumstances. This ensures a highly tailored and comprehensive financial management solution.

Elisabeth Mesquit established Soaring Investment Management LLC in 2019, founding the Registered Investment Advisory firm in Portland, Oregon. Drawing on 13 years of corporate experience, Mesquit identified a clear need for individualized financial guidance. Her conviction that effective planning requires deep understanding and personalized attention led to the firm's creation.

The company serves individuals navigating significant life transitions, major financial decisions, and business owners. Soaring Investment Management’s vision centers on delivering transparent, disciplined, and personalized fiduciary advice, empowering clients to achieve enduring financial well-being and clarity in complex financial landscapes.