Montana Wealth

About Montana Wealth

Sam Sharples, RICP®, founded Montana Wealth in Missoula with a simple goal: give people personalized financial advice they can actually understand and act on. The independent firm serves individuals, families, and business owners across Montana, and also meets virtually with clients in a number of other states. Services include financial planning, wealth management, retirement planning, tax-efficient strategies, guidance on business finances and equity compensation, and coordination of estate and insurance planning. Sam skips the jargon and focuses on making complicated decisions feel manageable. He helps clients clarify their goals, works alongside their CPA, attorney, and other professionals, and turns everything into a single organized plan with clear next steps. For anyone searching for a financial advisor in Missoula who offers one-on-one attention and honest, straightforward recommendations, Montana Wealth makes it easy to get started with an introductory call.