About Montana Wealth
Montana Wealth is an independent financial planning firm serving individuals, families, and business owners across Montana and virtually across the United States, based in Missoula. Led by Sam Sharples, RICP®, the firm helps clients bring clarity to complex financial decisions through personalized retirement planning, investment guidance, and tax-efficient strategies.
Whether preparing for retirement, managing equity compensation, or running a business, Sam takes a straightforward, plain-English approach, bringing all the moving parts together into one clear plan so clients know exactly where they stand and where they're headed. For anyone searching for a financial advisor in Missoula or a certified financial planner who prioritizes clarity over complexity, Montana Wealth offers a clear path forward.