HELPING YOU BUILD AND PROTECT WEALTH
Mike Long
With over a decade of experience in financial management, Mike Long began his career at Morgan Stanley before moving to an independent firm in search of more fiduciary freedom. Even that “independent” firm didn’t offer full control of the tools and resources Mike could use on behalf of his clients, so Mike moved his practice to TRUE, where he has access to tools, resources and freedom to develop financial solutions crafted to help each client in reaching their goals.
Phone: (503) 400-3320
Fax: (503) 400-3268
Email: mike.long@truepwa.com
Joe alstott
Joe Alstott joined the TRUE team in May of 2022 as a Financial Advisor serving Central Oregon. Joe has been investing since he had “two pennies to rub together,” making him an asset in understanding our process of mitigating market volatility. Joe desired to be a fiduciary and was attracted to TRUE because of the tools, resources and team environment that afford him the opportunity to develop realistic and fully customized financial solutions for clients.
Prior to joining TRUE, Joe worked in the medical industry providing different products and services to individual physicians, laboratories, and hospitals in the United States and the Caribbean. In these past roles, Joe specifically understood the financial implications of the solutions that he offered clients, which has helped prepare him for his role as an advisor. Joe has a deep appreciation and belief that financial literacy is the first of many steps to find personal financial freedom and thoroughly enjoys the process of guiding those who are seeking assistance to reach their financial goals.
Phone: (503) 400-3326
Fax: (503) 400-3268
Email: joe.alstott@truepwa.com
sandra wolcott
Sandy has been an assistant to Mike Long since August, 2004. Prior to joining TRUE, Sandy worked with Mike at Morgan Stanley and NFP Securities. She works diligently to provide excellent service to TRUE's clients and staff.
A Midwest native, Sandy developed an interest in finance and investing after moving to Oregon. Prior to working in the financial industry Sandy worked on a legal team in the telecommunications industry and the FDIC. She enjoys hiking, quilting and is a volunteer at her church.
Phone: (503) 400-3320
Fax: (503) 400-3268
Email: sandra.wolcott@truepwa.com
Our Approach
True financial independence. It’s an elusive goal, and requires intentional planning and management to achieve. At the Mike Long Group, we operate based on the fiduciary standard—where we offer investment management solutions tailored to each client's individual objectives. We will get to know you personally and assess your circumstances, risk tolerance, and goals. From there, we will use appropriate management plan and third-party resources to help you achieve those goals.
