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True Private Wealth
Powered by LPL Financial

Direct: (253) 444-0675
Fax: (253) 444-0674

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Team Thoughts

Stay up to date on the latest market news with Monthly Market Updates from Tim Truebenbach, CFP®.

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Our Services

Our services are based on in-depth planning with insights from our experience in the financial world.

  • Executive Financial Services
  • Financial Planning
  • 401(k) Rollover Options
  • 529 Plans
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Professional Portfolio Management
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Our Story

True Private Wealth delivers financial services and investment guidance to professionals, families, individuals, and business owners. Our mission is to better serve our clients by focusing on what matters to them. We demonstrate our commitment to this mission through our three core principles: a Process-Based Approach, a Focus on Collaboration, and Personal Attention.

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Meet Your Advisors

Tim Truebenbach

Tim Truebenbach, CFP®

Senior Vice President, Financial Advisor

(253) 444-0675

tim.truebenbach@lplfinancial.com

Lori Tipple

Lori Tipple

Client Service Associate

(253) 444-0676

lori.tipple@lplfinancial.com

WEEKLY MARKET COMMENTARY


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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.