Financial Advisors
West Linn, OR
True Path Capital Strategies is an independent financial planning and investment management firm in West Linn specializing in retirement planning, asset protection, and sustainable wealth strategies for individuals and families. Founded on the philosophy of enabling a "work optional" lifestyle, they provide comprehensive financial planning, investment management, annuities and long-term care planning, and retirement income strategies designed to help clients enjoy more time and memories in their later years.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, high-net-worth individuals wanting independent investment management, families focused on long-term wealth sustainability and asset protection
Service area: West Linn, Oregon and surrounding Portland metro area
Independent Research & Analysis: True Path Capital Strategies operates as an independent firm providing unbiased research and analytics rather than being tied to specific investment products or vendor relationships.
Work Optional Lifestyle Philosophy: The firm specializes in helping clients build sustainable retirement plans focused on creating genuine financial independence and the freedom to choose whether to continue working.
Comprehensive Retirement Focus: Beyond investing, they address asset protection, long-term care planning, and income sustainability strategies to ensure retirement income has lasting power throughout retirement years.
Address: 2292 Rogue Way, West Linn, OR 97068
Phone: (503) 961-9528
Website: truepathcs.com
Looking for more options?
See more Financial Advisors in Portland →