Montana Wealth

Turning a lifetime of savings into income you can rely on is one of the biggest financial challenges people face, and it’s a central focus at Montana Wealth. Founder Sam Sharples holds the RICP® (Retirement Income Certified Professional) designation and leads the independent financial planning firm from 331 SW Higgins Ave in Missoula. He works with individuals, families, and business owners across Montana and meets virtually with clients in several other states, offering financial planning, wealth management, retirement income strategies, tax-efficient planning, equity compensation and business guidance, and estate and insurance coordination. Sam keeps the conversation straightforward. He helps clients define what they’re working toward, coordinates with their CPA, attorney, and other professionals, and brings every piece into one organized plan with clear action items and regular follow-up. If you’re looking for a financial advisor in Missoula who explains your choices in plain English and helps you plan with confidence, call (406) 542-7718 to set up an introductory call.