Entrusted Wealth Profile
Entrusted Wealth LLC is owned and operated by TJ Middlesworth. TJ has been in financial services since 2004 with a focus on investment analysis, portfolio management and financial planning. He created Entrusted Wealth LLC to offer clients an attractive alternative to conventional financial planning arrangements. To deliver on this he is focusing on two areas: (1) to develop and grow meaningful relationships with his clients in order to better understand and serve them, and (2) to use his industry knowledge and experience to create the best combination of service, investments and technology that exists in the marketplace.
Personal Life
TJ grew up in Bigfork, and after attending Linfield University in Oregon and working his early professional life in Portland and Eastern Washington, he and his family moved back to the Flathead Valley in late 2020. He is blessed to have a beautiful wife and three wonderful daughters. When he's not thinking of ways to make Entrusted Wealth LLC better, he enjoys spending time with friends and family, going for hikes, playing basketball and catching up on Netflix.
Professional Life
From 2006-2011 TJ worked as an equity research analyst in Portland, OR where he helped his team to rank on Institutional Investor's Best of the Boutiques All-American Research Team. Prior to launching his own advisory firm TJ served as Chief Investment Officer for a community bank Trust company, overseeing $1.2 billion in assets.
Professional Designations
Chartered Financial Analyst (CFA). The CFA program is a professional credential offered by the CFA Institute to investment and financial professionals. The program covers a broad range of topics relating to investment management, financial analysis, stocks, bonds and derivatives, and provides a generalist knowledge of other areas of finance. To become a Charterholder, candidates must satisfy the following requirements: Have four years (48 months) of qualified work experience (or a combination of education and work experience acceptable by the CFA Institute); Complete the CFA Program (mastery of the current CFA curriculum and passing three six-hour examinations); Become a member of the CFA Institute; Adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Certified Financial Planner™ Professional. The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-registered education program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP® Certification Examination, a ten-hour multiple-choice exam divided into three separate sessions. In order to maintain the certification, CFP® designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.
Located in Northwest Montana
Entrusted Wealth LLC is a Montana Limited Liability Company located in Flathead Valley, Montana. Our services are designed for locals. We typically meet with clients by utilizing simple web technology for video calls, screen sharing, and voice calls, whichever is required for the meeting, or the occasional coffee shop meet-up.
