Entrusted Wealth

Intelligent, careful moves for your money, and someone keeping an eye on them.

Independent investment management and retirement planning from a CFA® charterholder and CFP® professional, for people who would rather not think about their portfolio every day. Based in Montana, working with clients wherever they are.

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CFA® and CFP®

Portfolio management and retirement planning, handled by the same person.

Former Chief Investment Officer

Led investment management for a community bank trust company with $1.2 billion under management.

Independent

No commissions and no products to sell. Not affiliated with a bank or broker-dealer.

Fees that stop growing

Below the typical 1%+ advisor, with a capped annual fee.

Same advisor, every year.

Large firms pass clients between teams, and online platforms rotate planners. Here, the person who builds your plan also manages your portfolio and answers your email.

Run the numbers.

Most advisors charge a percentage that keeps growing with your portfolio. Entrusted Wealth's fee is capped. Enter your portfolio size to compare.

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Montana-based, with clients nationwide.

Most meetings happen over video. For clients in the Flathead Valley, in-person meetings are encouraged.

Market commentary, by email.

One or two posts a month. Unsubscribe anytime.

Start with a conversation.

A 30-minute call to see whether it's a good fit.

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