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.

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Meet Our Team

Joshua W. Tschirgi, CFP®, CAS®, CLTC®

Joshua W. Tschirgi, CFP®

Founder and President
Joshua W. Tschirgi, CFP®, has been working in the financial services industry for nearly a decade. He got his start in the business in 2011, gaining experience as an associate at large firms prior to launching True Path Capital Strategies in 2016.

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

Executive Assistant to Joshua W. Tschirgi, CFP®
"My role is to create a seamless experience for our new clients while providing white-glove service to our existing investors. Even though this process can be daunting, I strive to create a personal connection with each client to help put them at ease."

Amy Longeteig joined True Path Capital Strategies in 2019. She is a seasoned, results-driven administrative professional with over 25 years of experience. Amy has held positions in the travel, financial services, education, and real estate industries. She can tailor her skills to meet the needs of various clients. She is skilled in office and expense management, database management, and providing top-notch customer service. 

Amy started in the travel industry after completing her Travel & Tourism Management studies in her home state of New Hampshire. She then traveled to the Pacific Northwest with her husband and has been building her life and career here for the past 24 years. 

In her free time, Amy enjoys spending time with her family and friends, raising her young daughter, enjoying live music with her husband, and traveling as much as possible. She is also an avid reader and organized a book club that has been going strong for over 17 years!

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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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