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Soaring Investment Management

Portland · 3 people tracked

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Investment thesis

Soaring Investment Management is a financial planning and investment management firm that serves individuals, with a specialized practice for military service members, veterans, and their families, addressing challenges like relocations, deployments, benefits, and career transitions.

Invests inCrypto & Web3PortlandUnited States

Source: firm website, verified Jul 29, 2026.

HQ
Portland, US
AUM
$112.5M

Team · 3 people

from the firm's website
Lisa Mesquit· CFP, CFA

Financial planner at Soaring Investment Management. As the spouse of an active-duty military pilot, she brings personal experience to advising military clients. Also referred to as Elisabeth Mesquit on the page.

Frequently asked questions

What sectors does Soaring Investment Management focus on?
Soaring Investment Management focuses on Crypto & Web3.
Where is Soaring Investment Management located?
Soaring Investment Management is headquartered in Portland, US.

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