WEST LINN, Ore.–(BUSINESS WIRE)–True Path Capital Strategies, LLC has successfully acquired the Oregon, Washington, California, and Idaho branches of Premier Wealth Strategies, previously owned by retired financial professional Jon S. Rustad.
“We are thrilled to welcome all of the Premier Wealth Strategies clients to our family,” said Joshua W. Tschirgi, CFP®, Founder and President of True Path Capital Strategies, LLC. “The acquisition of Premier Wealth Strategies is a significant step in our growth strategy. This partnership aligns with our mission to provide personalized, innovative financial solutions tailored to the needs of our clients. We are eager to reach more households with an excellent menu of services.”
Jon Rustad, who has built a strong reputation for excellence over the past 20+ years, expressed confidence in the transition. “Over the past two years, I undertook a search of local wealth management firms to find a partner that would be as dedicated to customer service as my clients have grown accustomed to. After meeting with countless offices, we kept coming back to Joshua Tschirgi and True Path Capital Strategies. It was Josh’s diverse skillset and knowledge base that helped me realize I had found the right partner for my clients. I rest easy now knowing that our clients are working with Josh.”
True Path Capital Strategies, LLC, founded in 2016, specializes in assisting people of retirement age plan to accumulate, preserve, and then ultimately utilize and distribute their wealth.
“Our focus has been on creating a seamless client experience so these people can continue to receive the support they desire and deserve from a trusted financial professional. We expect to enhance the client experience by carefully integrating new tools and resources into client relationships. Most importantly, we are committed to ensuring that the quality of personalized service they have come to expect remains unchanged,” Tschirgi added.
For more information, visit www.truepathcs.com.
Contacts
Media Contact:
Amy Longeteig, Director of Operations
(503) 961-9528
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