Montana Wealth

My husband and I have had our investments with Sam Sharples for many, many years. Sam has assisted me in many finance areas, from helping me navigate a complicated and time-consuming inheritance, to now opening my own business and planning for retirement. He also manages my daughter's college savings and we've been pleased with the performance of all of our accounts. Sam is always easy to reach and eager to answer any questions I might have. He is easy to talk to and adds a personal touch, either visiting us in person when he can or recently sending me flowers for my birthday. Those behaviors hold great value in Montana. I can't imagine having anyone else manage my money.

I can’t recommend Sam Sharples from Montana Wealth Management. highly enough. He is always quick to respond whenever I have questions, and his communication is clear and timely. What I appreciate most is how transparent he is with my funds — I always know exactly where my money is and how it’s performing. He takes the time to explain everything in a way that’s easy to understand, which gives me a lot of confidence and peace of mind. On top of that, he’s genuinely pleasant to work with and makes the entire process smooth and stress-free. If you’re looking for someone trustworthy, responsive, and transparent, Sam is an excellent choice.

Working with Sam has been an excellent experience. He took the time to truly understand our full situation before putting anything together and built a plan specifically tailored to what my wife and I are working toward. He values us bringing our own ideas to the table but always makes sure we've considered all angles before moving forward, including how certain strategies could impact our goals or risk profile. He doesn't just set it and forget it either. He stays ahead of how things change and is always ready to pivot with the best strategy to marry our resources with our goals. Every meeting feels more like sitting down with a friend than a typical financial meeting. We trust Sam completely and would highly recommend.

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, and are seeing major benefits today as a result. 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, protected, and confident in our future. That level of trust is invaluable.

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 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!