Montana Wealth Available

Address: 331 SW Higgins Ave Missoula, MT 59803

Montana Wealth is an independent financial planning firm based in Missoula and led by certified financial planner Sam Sharples, working with individuals, families, and business owners both in Montana and remotely across the country. Advisory services are offered through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC, combining independent guidance with the resources of a larger institutional partner.

Sam builds his practice around retirement planning, tax-efficient investing, and wealth management, with a specific strength in helping executives and business owners navigate equity compensation and complex income streams. Rather than handing clients a standalone investment plan, he works in coordination with each client's CPA and attorney to bring every financial decision, from tax strategy to cash flow to long-term goals, into one clear picture. Clients repeatedly point to Sam's plain-English communication and consistent follow-through as the reason they trust him through major transitions like retirement, a business sale, or a sudden windfall from equity compensation.