Montana Wealth is an independent financial planning firm serving individuals, families, and business owners across Montana. Based in Missoula, the firm helps clients organize their financial lives, reduce uncertainty, and work toward their goals through personalized advice explained in plain English. Led by financial professional Sam Sharples, Montana Wealth emphasizes clear recommendations, ongoing guidance, and a planning process tailored to each client rather than a one-size-fits-all approach.

Its services include financial planning, wealth management, retirement planning, tax-efficient strategies, business and equity compensation guidance, and estate and insurance coordination. The firm works with clients navigating retirement, complex investments, stock-based compensation, business ownership, and other financial decisions. Its approach can include clarifying goals, coordinating with clients’ CPAs, attorneys, and other professionals, and helping people stay organized and accountable as circumstances change.

Montana Wealth aims to give clients a clearer view of their options and practical next steps, supporting more confident financial decisions over time. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.