™One person.
The strategy and the execution.
Most wealth planning is fractured. Your CPA works the taxes, your attorney works the documents, someone else works the investments. Everybody is good at their piece and nobody owns the outcome. I bring the strategy, the oversight, and the creativity, then I stay in it until the plan is actually done.
For clients with $500K+ in annual income or $5M+ in net worth.
Figures are approximate totals across all client engagements over 17 years. Past results are not a promise of future results; every situation is different.
The goal of wealth is a happy, present, peaceful life.
Not a number on a statement. The highest quality minutes you can possibly have. Every tax move, every entity, every dollar of cash flow only matters if it buys more of those.
Because I start there, I don't work one piece. I organize taxes, cash flow, mindset, and legal as one plan, because I've spent years working inside each of them. You get one person holding the whole picture, and you keep 100% control of every decision.
"I am now living a more peaceful and abundant life and allowing my money to work for me (and to help others) and I am focusing on what matters most to me in my life."
The three L's.
Every plan gets built against three questions. Are you keeping what you make? Is it funding the life you want? Will it outlast you? The work lives where all three meet.
Keep more of it.
Reduce your tax burden and free up capital that is leaking out through fees, bad structure, and decisions nobody made on purpose.
Map the route.
A strategy that goes from where you are to where you actually want to be, with the small decisions lined up behind the big goal.
Build it to last.
Grow wealth that outlives you, and the impact you want it to have, for the generations that come after.
"He also saved me six figures through tax strategy and completely changed how I look at money and revenue."
Clarity. Creativity. Completion.
- Clarity
Get clarity
It starts with you getting clear on what you actually want. Not a net worth target. The life, the time, the impact.
- Creativity
Design it creatively
Then we put together the puzzle pieces most people never think to combine, so you get to that outcome efficiently and with as much safety as we can build in.
- Completion
Coordinate completion
I write the briefs and the target outcomes for every professional on your team, so they work together instead of each in their own lane.
"He spent a lot of time on mindset, values and visioning, which is not common for typical wealth managers."
"I'm a CPA. I've spent my career inside these returns, and Sam still shows me structures I hadn't put together... he thinks about the tax result, the legal exposure and the cash flow as one decision rather than three separate ones."
A monthly retainer. No commissions, nothing to sell you.
"His coaching has had a direct correlation to a reduction in my taxes, increased business revenue and improvement in my lifestyle."
Engagements run $1,000 to $5,000 a month.
Where you land depends on how much we're coordinating. A retainer feels like an expense line by default. I would rather sit on the income side of your personal P&L, so the fee is a retainer against the value the work creates: taxes mitigated, cash flow created, dollars kept through better decisions, hours back.
- No product sales and no commissions, so the only thing I'm paid on is the plan working.
- We check the math at least quarterly. If it isn't there, we change the work or we change the arrangement.
- You own every decision. I frame them, coordinate the specialists, and keep the whole thing moving.
This is a commitment, not a guarantee.
"Everyone on your team is an expert. Somebody has to own the outcome. That's the job."Sam Prentice, Founder & Chief Financial Strategist
In their words.
"When Sam offered to pause my billing during a slow stretch, I told him not to bother. I view it as a retainer anyway... I know what I'm paying for and I know what it's returning."
"Sam is an incredible thought partner and talented strategist. He's really brought some creative financial strategies to my portfolio. I look to him as I make big decisions in my life and he's great at framing things in a way that make seemingly hard decisions to become obvious and less stressful."
"When I started preparing my company for sale, Sam was the one I sent every document to before I signed it. He reviewed our engagement letter, pressure-tested the firms pitching us, and played bad cop on the calls so I could play good cop."
"Tax strategy, cash flow, the operational side, he treats them as one problem instead of three, and he explains it in a way you can act on the same week."
"Sam goes beyond the cookie-cutter solutions which I've been presented with ad nauseam over the years. He takes a truly complete "no stone left unturned" approach for optimal structures and solid solutions. Over the years, Sam has become essential to my longterm family planning."
"I run a better company, and I make better decisions with my own money because of him."
"Sam helped me understand real estate professional status for my rental house. He knows how to go deep without making it overwhelming, get into the details that actually matter, and put you in a much better position for long-term growth. I walked away feeling confident about my taxes."
"He pays attention. He remembers the things you mentioned once and connects them to the financial picture in a way nobody else has bothered to."
"I bring Sam real estate deals, and his first question is never just the return. On one of mine he went straight to what the bonus depreciation would look like."
"He treats structure, tax and where you're actually trying to end up as one question rather than three, which is rarer than it should be. He also gets creativity, and he helped me define my bigger picture goals."
"He's talked me out of just as many deals as he's talked me into. I trust his judgment, his experience, and his willingness to tell me what I actually need to hear. And he saved me a TON of money with tax savings."
"What has stood out most is his ability to look at the bigger picture and think strategically across different areas of wealth and financial planning. He explains things clearly, is easy to work with, and has been a valuable resource for us."
"Sam has been a steady voice for me through a genuinely hard stretch. He thinks about money differently than anyone I've talked to. The strategy is sharp, but he starts with where you actually are and what you're trying to build."
Read all 45 reviews on Trustpilot
Client references available upon request.
Wealth CEO™ provides wealth strategy, education, and coordination. Nothing here is investment, tax, accounting, or legal advice. Tax and legal work is performed by your licensed professionals. Reviews are quoted as written on Trustpilot, some shortened; individual results vary.