Montana Wealth

Business owners, families, and individuals across Montana turn to Montana Wealth when their finances start to feel more complicated than they should. The independent financial planning firm, located at 331 SW Higgins Ave in Missoula, is led by founder Sam Sharples, RICP®, and also works virtually with clients in a number of other states. Whether the goal is preparing for retirement, managing equity compensation, or keeping business and personal finances working together, the firm provides financial planning, wealth management, retirement income strategies, tax-efficient planning, and estate and insurance coordination. Sam’s approach is built around clear communication and personalized recommendations. He takes time to learn what each client wants to accomplish, collaborates with their CPA, attorney, and other professionals, and brings everything into one organized plan with concrete next steps, supported by a small Missoula team that keeps the client experience running smoothly. If you’re searching for a financial advisor in Missoula who explains things plainly and helps you feel confident about where you’re headed, call (406) 542-7718 to schedule a call.