Montana Wealth

Montana Wealth is an independent financial planning firm headquartered in Missoula and founded by certified financial planner Sam Sharples, working with clients both in Montana and remotely across the United States. Securities and advisory services run through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC, which gives the firm institutional backing while keeping its guidance independent of any proprietary product line. Sam's focus spans retirement planning, tax-efficient investment strategy, and wealth management, with particular strength in untangling equity compensation and stock plans for executives and business owners juggling multiple income streams. His process starts by mapping every moving piece of a client's financial life, from cash flow to tax exposure to long-term goals, and coordinating directly with each client's CPA and attorney so nothing falls through the cracks between advisors. The firm's plain-spoken, no-jargon communication style and consistent follow-up are what clients most often cite when explaining why they stayed with Sam through major life transitions like retirement or a business sale.