Meet TJ
TJ Middlesworth, CFA®, CFP®
Founder and sole advisor, Entrusted Wealth.
TJ has worked in investments since 2004. He began in equity research in Portland, on a team ranked on Institutional Investor's Best of the Boutiques 2005-2008, and later served as Chief Investment Officer of a community bank trust company with $1.2 billion under management. He holds the CFA® charter and the CFP® certification.
Entrusted Wealth brings that background and experience to individual households, with one advisor handling the whole relationship.
Raised in Bigfork. Paid his way through college working summers on fishing boats in Alaska. Worked in Oregon and Washington, then spent a year in New Zealand with his family just as COVID arrived. Home in the Flathead Valley since 2020, coaching basketball and running Entrusted Wealth.
Book a meeting.
A 30-minute call to see whether it's a good fit.