Financial Advisor Missoula

I’ve been a client of Montana Wealth Management & Sam Sharples since January 2025 and could not be more pleased with Sam’s services as my financial advisor. Sam is a consummate, forward-thinking professional who provides me with excellent strategic investment, financial planning, and tax strategy services. Sam provides impeccable follow-up to questions and reports within 24 hours. I will recommend Sam’s financial services to family and friends as the occasion presents itself.

Sam is such a great financial advisor! I recommend him and his office to all my friends and family. He provides a very 1:1 personal experience and gets to know you and your financial needs/goals. He doesn’t pressure you into anything and only makes recommendations based on your individual goals. Not only does he help with financial advising and investments, he has also connected me with many experts for different needs. 10/10 recommend Sam and Montana Wealth Management.

Sam is great at what he does! I always feel confident that he is taking great care of me and my family. He explains our options clearly, and we value his recommendations for financial planning and retirement.

Sam Sharples at Montana Wealth Management has been fabulous to work with in getting on track for retirement and financial advising for personal goals. When my husband and I started with Sam, we really needed to regroup about our current investments and what made most sense for our age and years left to work. He has been attentive, generous with his time and patient in explaining different types of accounts and reviewing benefits vs downsides of different options. He has helped to organize our thoughts related to financial planning goals, making a clear list of tasks and next steps which has been really helpful and what we have truly needed. We are feeling more confident and would recommend Sam to anyone that needs good, solid advice!

We’ve been working with Sam at MWM for over two years for our wealth management, financial, and retirement planning, and he’s been outstanding. Sam takes the time to really understand our goals and consistently brings thoughtful, proactive advice. He communicates clearly, checks in regularly, and often identifies opportunities for improvement before we even think to ask. We have complete confidence that he has our best interests at heart. We’ve already referred friends to him, and we wouldn’t hesitate to recommend Sam and the MWM team to anyone looking for strategic financial and retirement guidance.

We were referred to Sam at Montana Wealth Management by close friends who had worked with him, and we could not be more pleased to have Sam as a partner for the last 3+ years. As a dual-income multi-national executive household our financial picture is layered and complex. Sam provided more insight into the concentration of risk we had in a particular stock due to RSUs and stock purchase programs we were leveraging. We were incredibly grateful for the strategic recommendations he provided at the time. Beyond portfolio performance, Sam integrates tax strategy, cash flow modeling, and long-term planning in a way that makes complex decisions feel structured and manageable. We feel informed, safeguarded, and confident in our future.