About Us

True Wealth Advisory Group is a financial consulting firm like no other, we are committed and influenced by your best interest entirely. We offer you the unique combination of a Registered Investment Advisory Firm, True Wealth Strategies Co. who is licensed and regulated by the SEC as well as the True Wealth Advisory Group which represents extensive experience from some of the top experts in the country. This distinctive union allows for an unparalleled freedom from the rigidity, constraints, and commission-based techniques of traditional, highly structured, and often self-serving financial services companies.

True Wealth Strategies Co. and True Wealth Advisory Group work throughout Oregon, Washington, and California to provide institutional-grade portfolio management and wealth creation advice for individuals, families, businesses, and non-profit organizations. We share a common goal of optimizing the true wealth of our clients through value-based planning and innovative wealth accumulation strategies.

As each individual has a unique set of assets, you’ll find your experience with True Wealth Advisory Group to be unique as well. We assess what is most important to you from a variety of standpoints; structuring your assets and developing wealth accumulation and tax strategies to help you reach goals – not just in your lifetime, but in those of future generations as well.

Core Values

Coaching vs. Planning & Brokers

What a Financial Coach does is help you to wade through all the complex issues involved in the investing process through regular educational sessions, both one-on-one, and as a group.

Financial Coaches focus on creating peace of mind through sound and proven information vs. pushing sales and products as many planners and brokers do. Ultimately, the complexity of investing is a message problem, not necessarily a portfolio problem. The solution is a coach that will help to educate and enlighten you by creating clarity and confidence around each decision that you make. You do not need to know everything if you have a coach helping you understand the few right things!

Strategize and Realize

The True Wealth Advisory Group's philosophy is based on a variety of fact-based research and 50+ years of academic studies. Our desire is for each of our client-friends to have a successful and fulfilling investing experience. We believe that by working with an Independent Registered Investment Advisor investors will avoid conflicts of interest that often diminish the experience, and the returns on their investments.

We believe in Markets, not "fortune-telling" Managers. Market performance is primarily determined by asset allocation and good discipline, not speculation like stock picking, market timing, or track-record investing. Our studies prove that prudent and global diversification reduces risk while simultaneously increasing the chance for greater returns and overall confidence. We believe that an investor will aquire more peace of mind when they understand what, and why, they are doing what their doing.

Core Purpose

Creating, managing and preserving great wealth is a deliberate, incremental and comprehensive process. To be truly successful, this process requires more than the simple oversight of your financial transactions.

At True Wealth Advisory Group, we employ a process that is designed to help you explore and identify the various facets of your life – the tangible and less tangible – that ultimately drive your decisions and establish your priorities. We initiate this process by working with you to discover what is most important to you and your family.

We are committed to a coaching approach that begins with the True Wealth Context and Optimization Process. This unique process serves as the first component to creating with you, a unique plan which builds upon an individuals and/or families values and creates an environment in which the most valued assets are protected and transferred effectively across multiple generations and purposes.

Advisory Members

Our extensive network of Advisory Members has allowed us to assemble a core team of forward-thinking specialists focused on offering solutions that balance your True Wealth with risk and return, while simultaneously providing wealth-building opportunities.

Each of our Advisory Members contributes a unique, and impressive perspecitive to True Wealth Advisory Group.

The core commitment of the True Wealth Advisory Group is; to provide its client-friends the most innovative, and cutting-edge information pertaining to wealth accumulation, growth, and transfer. This commitment requires diverse and deep knowledge from various areas of expertise. Our Advisory Members, and their unique and professional contributions, help investors to determine what are the best options from a variety of professional viewpoints.

It is the unique contributions of our Members that inspires, and establishes peace of mind for our investors. After all, great wealth, and the security of that wealth, requires broad and extensive expertise. You will find these Advisory Members contributions to be helpful for accomplishing the optimum experience for wealth building.