Helping you build and protect wealth

 
Mike Long

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

Emailmike.long@truepwa.com


Sandra Wolcott

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

Emailsandra.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.