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My Wealth CEO is the wealth advisory practice of Sam Prentice — Strategic Design for Wealth Management. We help successful families and business owners run their wealth like a business: one coordinated design across cash flow, tax strategy, protection, and investments, so every dollar has a job and every decision fits the bigger picture. Clients get a clear plan, a team that stays on it, and a single place where their whole financial life finally makes sense.
United States
4.3
7 reviews
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"I've watched Sam work through a business live with the owner and it's a different level. He goes straight to structure. Where the margin actually is, how the entities should talk to each other, what each move costs in tax. And he explains it so you can follow it, which is rarer than it should be."
Sam has been one of the most valuable people I’ve worked with in business. He connected me with literally every contact I needed to launch my CPG brand, the kind of introductions that would’ve taken years (and a lot of money) to find on my own.
He also saved me six figures through tax strategy and completely changed how I look at money and revenue.
On top of that, the wealth protection strategies hes advised me on have been extremely practical and useful.
Highly recommend if you’re serious about building and protecting what you’re creating.
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. I’m grateful for Sam and his attention to detail.
Sam is a wealth of knowledge- he has experience and expertise in so many facets of wealth and business it’s impressive. Whether you need tax strategy or even strategic partnership in business, Sam is your go to Guy.
Knowledgeable and useful. Not your typical product pushing advice. I highly recommend.
Sam Prentice is the best wealth advisor that I have ever worked with. He has helped me so much in financial mindset, business growth, and tax strategy. His coaching has had a direct correlation to a reduction in my taxes, increased business revenue and improvement in my lifestyle. I highly recommend Sam Prentice.
We’ve had a great experience working with Sam Prentice. He’s extremely knowledgeable, responsive, and takes the time to really understand our situation and what we’re trying to accomplish.
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.
We’ve really enjoyed working with Sam and look forward to continuing the relationship. Highly recommend him and My Wealth CEO.
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