Newsroom (Public)

Sam Sharples and a Trust-based Practice

LPL advisor Sam Sharples (Montana Wealth Management in Missoula, MT) doubled the size of his practice in the last year. He believes it’s because of his guiding principle: to provide advice and guidance to his clients above all else – not to sell them something. This principle has led him to take an almost exclusively fee-based approach of building one set of models for all of his clients.

Read the blog here: https://www.lpl.com/newsroom/read/advisor-showcase-sam-sharples-advice-and-guidance.html