Montana Wealth

Taxes touch nearly every financial decision, from how you invest to when you retire to how you draw income later in life. Montana Wealth helps clients plan with that in mind. Based at 331 SW Higgins Ave in Missoula, the independent financial planning firm is led by founder Sam Sharples, RICP®, and serves individuals, families, and business owners throughout Montana, along with virtual clients in a number of other states. Its services include financial planning, wealth management, retirement income planning, tax-efficient investment and withdrawal strategies, equity compensation and business guidance, and estate and insurance coordination. Sam works closely with each client’s CPA, attorney, and other professionals so that every part of the plan points in the same direction. He explains options in plain English, lays out clear next steps, and checks in regularly to keep things on course. If you’re looking for a financial advisor in Missoula who brings your investments, taxes, and retirement goals together in one plan, call (406) 542-7718 to schedule an introductory call.