• Entrusted Wealth LLC - Your Independent Advisor

    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.

    Why Independence Matters

    Choosing an independent advisory firm like Entrusted Wealth means your financial well-being comes first. Why? Because independence ensures:

    • Unbiased Advice: No ties to big financial institutions.
    • Personalized Plans: Solutions tailored just for you.
    • No Third-Party Commissions: What you see is what you pay.

    Why Retirement Planning is Crucial

    Retirement is more than just numbers; it is a pivotal life stage. You will get expert advice on topics like:

    • How to manufacture income from current wealth
    • Social Security decisions and options
    • Investment allocation and analysis
    • Tax optimization
    • Charitable intent and gifting strategies

    Invest with Confidence

    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 Relationship Pricing

    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 Investment Philosophy - Simple, Effective, Tailored For You

    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.

    Handpicked Investments

    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.

    Your Portfolio, Your Way

    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.

    Annualized Returns for Securities We Tend to Use in Client Portfolios

    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.

  • About TJ Middlesworth: Financial Planning and Investment Expertise

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    Roots in the Flathead Valley

    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.

    Credentials You Can Trust

    I bring a wealth of experience and credentials to the table, including:

    • Chartered Financial Analyst (CFA)
    • Certified Financial Planner™ Professional

    These credentials represent a commitment to the highest standards in financial planning and investment management.

    Career Milestones

    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.

  • How We Connect

    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.

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