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March 19, 2025
True Path Capital Strategies has 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, founder and president of True Path Capital Strategies. “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.” Rustad 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.” True Path Capital Strategies, founded in 2016, specializes in assisting people of retirement age plan to accumulate, preserve, and then ultimately utilize and distribute their wealth. The company is based in West Linn, Oregon.