True Path Capital Strategies, LLC

We Endorse a "Work Optional" Lifestyle

Financial planner in West Linn, OR (show on map)

5.0

★★★★★

75 reviews

Independent financial planning firm specializing in retirement planning and wealth management for retirees and pre-retirees.

Call (503) 961-9528

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About

True Path Capital Strategies, LLC is a specialized financial planning firm that helps retirees and pre-retirees plan to preserve and distribute their wealth. Leading our independent firm is Joshua W.

Tschirgi, CFP®. Joshua opened True Path Capital Strategies with the intent to deliver independent, comprehensive, and holistic retirement planning advice, and has spent over a decade relating to clients as they consider the next chapter. Located in West Linn, Oregon, we serve clients in Oregon and Washington, and also serve clients nationwide that are comfortable working on our virtual platform. Our practice is primarily centered upon providing continued Family Wealth Management services for clients that seek a full service relationship on a long-term basis. We are not all things to all people. Our focus is on helping clients make informed decisions that are designed to hold up over time, bringing clarity to complex financial decisions and structure to long-term retirement planning.

Focus exclusively on retirement planning - not a sideline business

Structured, analytical retirement planning process integrating income planning, investments, tax strategy, and risk management

Independent firm not tied to product sales or firm incentives

CFP® professional leadership with fiduciary standard of care

Over 15 years of experience in the financial planning profession

Reputation recognized as premier provider of wealth management services for retirees in Portland, OR area

Services

Retirement Planning

Comprehensive retirement planning integrating income planning, investments, tax strategy, and risk management into a coordinated framework to help clients prepare for financial stability during retirement years.

Income planning Investment strategy integration Tax strategy Risk management Long-term perspective

Annuities & Long-Term Care

Asset protection strategies and annuity solutions as a critical piece of a successful retirement plan, including long-term care insurance planning.

Annuity solutions Long-term care insurance Asset protection strategies Retirement income streams

Financial Planning

Comprehensive financial planning services to help clients get organized and achieve larger-than-life financial goals, including estate planning and charitable giving advice.

Estate planning Charitable giving Budgeting Goal-based planning Comprehensive financial review

Investment Management

A suite of investment management strategies carefully tailored to individuals and families, providing institutional quality asset management platform.

Customized asset management Institutional quality platform Disciplined investment decisions Ongoing portfolio management Multi-disciplinary integration

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™

FINRA Series 7 License

FINRA Series 66 License

Oregon Life & Health Insurance License

FINRA BrokerCheck

Reviews

Rating

★★★★★

Reviews

"Josh has been great to work with, personable, knowledgeable and thorough."

Frequently Asked Questions

How could you benefit from the services of a qualified financial advisor? +

You may not have the time, expertise, or desire to plan and manage certain financial portions of your life. You may want help simply getting started or benefit from an objective perspective on emotional, difficult decisions. Busy people appreciate having a financial professional double-checking their efforts.

What differentiates True Path Capital Strategies from other advisors? +

Focus on retirement planning as a primary business, not a sideline. Comprehensive retirement planning integrated with investment strategies. Recognized reputation as a premier provider of wealth management services for retirees and pre-retirees in the Portland, OR area.

What can we expect in the initial meeting? +

An opportunity to discuss financial goals and concerns with no fee or obligation. The objective is for you to become comfortable with us. You may bring financial information such as investment statements, tax returns, estate planning documents, and insurance policy information.

Where is our money held? Who is Pershing and Independent Financial Group? +

Independent Financial Group, LLC is the broker/dealer based in San Diego, CA, with a clearing and custodial relationship with Pershing LLC. Pershing is a subsidiary of The Bank of New York Mellon and has provided securities brokerage services since 1939. Client assets are held at Pershing, not by True Path.

Does True Path Capital Strategies take receipt or hold my money? +

No. True Path Capital Strategies will never take direct custody over client assets.

What is the difference between a CFP® and other financial planners? +

CFP® professionals are trained and evaluated in six specialty areas: Retirement, Estate Planning, Tax, Investments, Budgeting, and Insurance. They must complete rigorous education, pass the CFP® exam, have minimum three years experience, and adhere to a fiduciary standard of care.

How will my information be used? +

Your information will be used for compliance documentation and to build out the appropriate investment portfolio. True Path Capital Strategies does not sell client data. All consultations and meetings are strictly confidential.

How often do you meet with clients and where are meetings held? +

Meeting frequency varies from client to client according to individual preferences and circumstances. True Path can meet or speak as often as needed via email, phone, video conferencing, or face-to-face. Meetings can be held in-person or online.