Montana Wealth

Created/changed by: InnovativeMrktgSolutions

Address details

331 SW Higgins Ave

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Coordinates

N46° 50' 22.46748" W114° 0' 5.90004"   (46.8395743, -114.0016389) Start navigation »

Phone & WWW

(406) 542-7718
http://www.themontanawealth.com

Business hours

Mon - Fri 9am -4pm

Info

Montana Wealth is an independent financial planning firm based in Missoula, serving individuals, families, and business owners across Montana and virtually across the United States. Led by Sam Sharples, RICP®, the firm helps clients bring clarity to complex financial decisions through personalized retirement planning, investment guidance, and tax-efficient strategies.



Whether preparing for retirement, managing equity compensation, or running a business, Sam takes a straightforward, plain-English approach, bringing every moving part together into one clear plan so clients know exactly where they stand and where they're headed. For anyone searching for a financial advisor in Missoula or a certified financial planner focused on clarity over complexity, Montana Wealth offers a clear path forward.

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