Montana Wealth is an independent financial planning firm run by certified financial planner Sam Sharples out of Missoula, serving clients across Montana as well as remotely nationwide. Advisory and securities services operate through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC, which allows the firm to stay independent while backed by broader institutional support.

Sam's areas of focus include retirement planning, tax-efficient investment strategy, and wealth management, with particular expertise guiding business owners and executives through equity compensation and multiple, often overlapping income streams. His planning process is collaborative by design, coordinating directly with each client's CPA and attorney so tax strategy, investments, and long-term goals all move in the same direction instead of being handled in isolation. Clients frequently mention his clear, no-jargon explanations and consistent communication as what sets him apart, especially when navigating high-stakes decisions like a business sale, a retirement transition, or a major equity payout.