MW
Montana Wealth Management
Independent financial planning delivering clarity, confidence, and a personalized path forward.
No reviews yet
financial
$$
Independent financial planning delivering clarity, confidence, and a personalized path forward.
No reviews yet
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.
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.