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Sam Sharples, RICP®
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Sam Sharples, RICP®

Founder - Montana Wealth, Co-Founder - Solid State Wealth Advisory Group

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Listed in People
Financial Advisor
LinkedInUpdated Nov 2026809followersMessage SamContact Sam on LinkedIn
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Who Sam works with
Business ownersSudden wealth and inheritanceTax planningExecutivesFarmers and ranchersFederal employeesNurses and healthcare workersPhysicians and dentistsRetirees and pre-retireesFreelancers and the self-employedSelling a businessWidows and widowersYoung professionals
What I'm working on
Updated Nov 2, 2026

Just launched an RIA I Co-Founded: Solid State Wealth Advisory Group. Now bringing on advisors nationwide, while running my own practice: Montana Wealth

6
Tools in my stack
Altruist
Custodial Platform, Industry Disruptor, Performance Reporting +5 more
Hazel
Financial Planning, Retirement Planning, Tax Planning +4 more
Wealthbox
CRM
SS&C Black Diamond
Portfolio Management, TAMP
Kwanti
Investment Data/Analytics, Risk Tolerance, Stress Testing +1 more
+1 more
Hadrius
Compliance
0
Events coming up
0
Books, pods, letters
0
Things I'm open to

News

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