Montana Wealth is an independent financial planning firm in Missoula, MT, helping individuals, families, and business owners across Montana take control of their financial future.

Led by Sam Sharples, RICP®, we focus on clarity and action — organizing your full financial picture, coordinating with your CPA and attorney, and building a personalized, tax-efficient plan for retirement, equity compensation, or business ownership. No jargon, no guesswork — just straightforward advice and a plan you can actually follow.

We serve clients throughout Montana and across the country.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Montana Wealth

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Montana Wealth

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