Who We Are

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 nearly a decade relating to clients as they consider the next chapter. Located in West Linn, Oregon, we serve clients in Oregon and Washington. We also serve clients nationwide that are comfortable working on our virtual platform.

Meet Our Team

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Joshua W. Tschirgi, CFP®

Founder and President
Joshua W. Tschirgi, CFP®, has worked in the financial services industry since 2011 and founded True Path Capital Strategies in 2016. His extensive experience equips him with broad knowledge and valuable insights, enabling him to simplify complex financial matters and alleviate his clients’ stress and pressure around managing their money and retirement.

Joshua W. Tschirgi, CFP®, is the Founder and President of True Path Capital Strategies, LLC.  

With over twelve years of experience, Josh serves as a valuable partner for his clients, helping them make well-informed planning decisions coupled with disciplined investment decisions.  In this role, he advises clients on charitable giving, estate planning, investment management, insurance, and retirement cash flow planning.  

His experience in the field equips Josh with broad knowledge and the insights to address complex financial situations.  Working with his team, he listens, educates, and outlines the costs and benefits of every situation, and thrives on clients achieving their financial and emotional goals. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client’s tax and legal advisors, as appropriate.

Before entering the financial field, Josh received a football scholarship to attend the University of Oregon.  In 2007 alone, he was elected team captain by his peers, honored as an all-conference offensive linemen, and earned a Bachelor of Science in Political Science. The intensity and inevitable challenges of playing major college football shaped his determination, willingness to prepare, and tenacity to deliver client results. 

His clients know Josh for his pleasant and kind demeanor.  Outside of the office, he continues to explore his Christian faith and lead his family in that pursuit.  His other interests include golf, real estate, hiking, and following the Oregon Ducks and Seattle Seahawks football teams.  

Josh and his wife, Melissa, enjoy raising their two children in West Linn, OR.  

Licenses & Professional Designations:

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 License – General Securities Representative
  • FINRA Series 66 License – Registered Investment Advisor
  • Oregon Life & Health Insurance License
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Amy Longeteig

Executive Assistant
Amy Longeteig serves as Executive Assistant at True Path Capital Strategies, playing a vital behind-the-scenes role in supporting the firm’s internal operations. Her responsibilities include licensing, accounting, payroll, corporate taxes, compliance, and a range of administrative functions essential to the business’s smooth operation.

Amy Longeteig serves as Executive Assistant at True Path Capital Strategies, where she plays a vital behind-the-scenes role in supporting the firm’s internal operations. Her responsibilities span licensing, accounting, payroll, corporate taxes, compliance, and a wide range administrative functions essential to the smooth operation of the business.

Amy also provides critical operational support to the firm’s founder, Joshua W. Tschirgi, CFP®, helping to manage day-to-day activities and ensure efficient workflow across all areas of the practice. With a strong foundation in client service from her earlier role at the firm, Amy now focuses her efforts on internal systems and support, helping ensure that the team has what they need to serve clients effectively.

Her attention to detail, reliability, and deep knowledge of True Path’s processes make her an indispensable part of the team. Outside of work, Amy enjoys spending time with her family and taking advantage of the many outdoor activities Oregon has to offer.

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Director of Client Services & Executive Assistant

Karen Perlich

Director of Client Services
Karen Perlich is the Director of Client Services at True Path Capital Strategies, bringing over 25 years of experience in the financial services industry. She is licensed for both securities and insurance and is dedicated to operational excellence, personalized client satisfaction, and providing relationship-driven, high-quality service delivery.

Karen Perlich is the Director of Client Services and Executive Assistant at True Path Capital Strategies, bringing more than 25 years of experience in the financial services industry. Relationship-driven and client-focused, Karen is deeply committed to delivering exceptional service and operational support that ensures a seamless, personalized experience for every client.

Karen holds her Series 7 and Series 66 securities licenses, Oregon Life and Health Insurance license, and is also a licensed real estate professional. Her well-rounded expertise and deep industry knowledge allow her to support the firm's clients and advisors with care, efficiency, and professionalism.

Known for her warm demeanor, attention to detail, and proactive approach, Karen is a trusted partner to both clients and colleagues. Outside the office, she enjoys spending time with family, exploring the outdoors, and staying active in her community.

Read Full Bio

Joshua W. Tschirgi, CFP®, is the Founder and President of True Path Capital Strategies, LLC.  

With over twelve years of experience, Josh serves as a valuable partner for his clients, helping them make well-informed planning decisions coupled with disciplined investment decisions.  In this role, he advises clients on charitable giving, estate planning, investment management, insurance, and retirement cash flow planning.  

His experience in the field equips Josh with broad knowledge and the insights to address complex financial situations.  Working with his team, he listens, educates, and outlines the costs and benefits of every situation, and thrives on clients achieving their financial and emotional goals. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client’s tax and legal advisors, as appropriate.

Before entering the financial field, Josh received a football scholarship to attend the University of Oregon.  In 2007 alone, he was elected team captain by his peers, honored as an all-conference offensive linemen, and earned a Bachelor of Science in Political Science. The intensity and inevitable challenges of playing major college football shaped his determination, willingness to prepare, and tenacity to deliver client results. 

His clients know Josh for his pleasant and kind demeanor.  Outside of the office, he continues to explore his Christian faith and lead his family in that pursuit.  His other interests include golf, real estate, hiking, and following the Oregon Ducks and Seattle Seahawks football teams.  

Josh and his wife, Melissa, enjoy raising their two children in West Linn, OR.  

Licenses & Professional Designations:

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 License – General Securities Representative
  • FINRA Series 66 License – Registered Investment Advisor
  • Oregon Life & Health Insurance License
Read Full Bio

Amy Longeteig serves as Executive Assistant at True Path Capital Strategies, where she plays a vital behind-the-scenes role in supporting the firm’s internal operations. Her responsibilities span licensing, accounting, payroll, corporate taxes, compliance, and a wide range administrative functions essential to the smooth operation of the business.

Amy also provides critical operational support to the firm’s founder, Joshua W. Tschirgi, CFP®, helping to manage day-to-day activities and ensure efficient workflow across all areas of the practice. With a strong foundation in client service from her earlier role at the firm, Amy now focuses her efforts on internal systems and support, helping ensure that the team has what they need to serve clients effectively.

Her attention to detail, reliability, and deep knowledge of True Path’s processes make her an indispensable part of the team. Outside of work, Amy enjoys spending time with her family and taking advantage of the many outdoor activities Oregon has to offer.

Read Full Bio

Karen Perlich is the Director of Client Services and Executive Assistant at True Path Capital Strategies, bringing more than 25 years of experience in the financial services industry. Relationship-driven and client-focused, Karen is deeply committed to delivering exceptional service and operational support that ensures a seamless, personalized experience for every client.

Karen holds her Series 7 and Series 66 securities licenses, Oregon Life and Health Insurance license, and is also a licensed real estate professional. Her well-rounded expertise and deep industry knowledge allow her to support the firm's clients and advisors with care, efficiency, and professionalism.

Known for her warm demeanor, attention to detail, and proactive approach, Karen is a trusted partner to both clients and colleagues. Outside the office, she enjoys spending time with family, exploring the outdoors, and staying active in her community.

Read Full Bio

Why We Started True Path

Joshua W. Tschirgi, CFP®, Founder & President:

“Personally, as I went through college, I realized that there were three elements that needed to be present in a career for me to have a successful professional life: One, I wanted to help people, and two, I have always had a fascination with the mechanics of money, math and markets.  And third, the industry needed to be analytical and mentally challenging. 

In considering different career paths, I realized that the financial planning profession provided these three elements in spades.  After about five years of working for large firms and learning about different areas of specialization within our industry, I found my passion and niche in retirement planning.  I enjoy the opportunity and the challenge of leading people through the analytical process of creating comprehensive retirement plans. 

Oregon

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