Montana Wealth Management
Independent financial planning delivering clarity, confidence, and a personalized path forward.
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About
Montana Wealth Management is an independent financial planning firm in Missoula, Montana, led by Sam Sharples, RICP. The practice delivers holistic Financial Planning, Wealth Management, Retirement Planning, and tax-efficient strategies for individuals, families, and business owners. Clients cite clear, plain-English guidance, personalized plans, and responsive service that coordinates with CPAs and attorneys to keep goals on track.
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Location
331 SW Higgins Ave, Missoula, MT 59803, USA
Services
Comprehensive planning to organize finances and map a clear path toward goals.
Ongoing investment management and strategy aligned with personal and business goals.
Strategies for retirement income, withdrawals, and goal-focused planning.
Tax optimization integrated with investments and withdrawal planning.
Advice for business owners and equity-compensation plans.
Coordinate estate planning needs and insurance strategies with professionals.
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