Clarity. Confidence. A Personalized Path Forward.
Comprehensive wealth management designed to organize your financial life, reduce uncertainty, and keep your goals on track.
Take Control of Your Financial Future
At Montana Wealth Management, Sam Sharples, RICP® helps you take control of your financial future with a clear, personalized plan—so you can stop wondering if you’re on track and start knowing that you are.
Whether you’re approaching retirement, managing equity compensation, or running a business, Sam helps bring all the moving parts together into one streamlined strategy. And he does it in plain English, with straightforward advice and clear steps.
A Planning Process That Brings Confidence
Most people come to us with the same question: Am I on track?
Our role is to remove the guesswork. Our thoughtful process is designed to:
- Help you clarify your goals and reach them
- Coordinate with your CPA, attorney, and other professionals
- Simplify complex topics so you can make confident decisions
- Provide personalized recommendations, not one-size-fits-all advice
- Keep you organized and accountable over time
Services
Financial Planning
Wealth Management
Retirement Planning
Tax-Efficient Strategies
Business & Equity Compensation Guidance
Estate & Insurance Coordination
Meet Sam
Sam Sharples got his start with one mission in mind: to offer personalized, clear, and actionable advice that helps clients move forward with confidence. He’s not here to dazzle with jargon—he’s here to simplify, guide, and support you through every life change and financial milestone.
Meet Sam
Sam Sharples got his start with one mission in mind: to offer personalized, clear, and actionable advice that helps clients move forward with confidence. He’s not here to dazzle with jargon—he’s here to simplify, guide, and support you through every life change and financial milestone.
Let's Build Your Plan Together
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The representative(s) associated with this site may discuss and/or transact business with residents of AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, ME, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.
MISSOULA
331 SW Higgins Ave
Missoula, MT 59803
P: 406.542.7718