Entrusted Wealth delivers clear-cut retirement planning and investment services, all for a flat, transparent fee. As an independent advisor, clients get unbiased advice, personalized service, and no third-party commissions.
Choosing an independent advisory firm like Entrusted Wealth means your financial well-being comes first. Why? Because independence ensures:
Retirement is more than just numbers; it is a pivotal life stage. You will get expert advice on topics like:
Navigating investments can be complex. That's why clients typically choose ongoing investment management services alongside retirement planning. Think of it as a continually updated financial roadmap. To learn about how we manage investments, please see Investment Philosophy.
Entrusted Wealth manages assets for 0.5% per year on the first $2 million in household assets. Managed assets above this amount do not increase fees. Or, clients can choose retirement planning, only, for a flat annual fee of $3,900 per year per client relationship (household). Either approach includes planning, investment management (if applicable) and all technology tools.
Entrusted Wealth zeroes in on what truly shapes long-term results: your investment mix. That means finding the right balance between more stable assets like bonds and growth-focused assets like stocks.
With a blend of Dimensional Funds (DFA), Vanguard mutual funds, and other carefully selected ETFs, Entrusted Wealth aims for wide-ranging diversification at minimal cost. The strategies used are straightforward and grounded in Nobel Prize-winning research.
Each financial situation is distinct. Whether you're navigating a 401(k) with limited choices or managing various investment accounts, your strategy is tailored to fit your specific needs, risk profile, and financial goals.
N.B. - Returns are for period-ending August 31, 2023. Sources: Company websites, Morningstar.com.
Performance figures are for illustrative purposes, only. These figures represent individual security performance and not client returns. Past performance is no guarantee of future results.
Raised in Bigfork, I returned to Flathead Valley in 2020 with my family after stints in Oregon and Washington. When I'm not brainstorming ways to improve Entrusted Wealth LLC, you'll find me hiking, playing basketball, or enjoying a movie night with my family.
I bring a wealth of experience and credentials to the table, including:
These credentials represent a commitment to the highest standards in financial planning and investment management.
I've been navigating the financial industry since 2004. My career has ranged from equity research in Portland, where my team ranked on Institutional Investor's Best of the Boutiques, to serving as the Chief Investment Officer for a community bank Trust company overseeing $1.2 billion in assets.
Entrusted Wealth LLC is a Montana Limited Liability Company located in Flathead Valley, Montana, with services are designed for locals. Meetings are conducted using video conferencing, screen sharing, and traditional voice calls. In-person consultations are also available.
Form ADV Disclosure
Entrusted Wealth LLC is a registered investment adviser (RIA). Entrusted Wealth LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Entrusted Wealth LLC is an independent RIA firm and is not a Trust Company, nor is it in any way affiliated with a banking institution. The word "Entrusted" within our company name does not imply or guarantee any level of security or safety regarding assets we manage for clients. All investment advisers including Entrusted Wealth LLC have a fiduciary duty to clients.