Montana Wealth Management

Kelly Magee 

on Google

2 months ago

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... read more

Colleen M 

on Google

2 months ago

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 b... read more

Laura Reed 

on Google

4 months ago

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 planni... read more

Taylor Boynton 

on Google

5 months ago

I cannot recommend Sam enough! He has an incredible ability to explain even the most complex financial concepts in a way that feels clear, manageable, and completely tailored to my level of understanding. He never rushes through anything—he takes his time, answers every question thoughtfully, and always makes sure I feel confident in the decisions. What truly sets him apart is his kindness. He approaches every conversation with patience, empathy, and genuine care. It’s rare to find someone in this field who not only excels ... read more

Adrian Knight 

on Google

7 months ago

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 to help us make the most of our money. He communicates clearly, checks in regularly, and often identifies opportunities for improvement before we even think to ask. We have complete trust that he has our best interests at heart — it’s rare to find that level of care and professional... read more