You built a business with grit.

Let’s build wealth the same way.

Wealth doesn’t happen by chance; it happens by choice.   At Tenacity, we guide business owners and high-performing professionals through step-by-step financial strategies that turn today’s wins into tomorrow’s legacy. From tax-efficient investing to exit-ready roadmaps, we help you work your wealth as hard as you’ve worked your career.

You’ve built something that matters. Now what? 

You’ve given your all to your company and career. Now you’re staring down what’s next. Should you sell? Slow down? Retire? The only thing clear is that the stakes are high and the details are messy. Accounts everywhere. Tax exposure unclear. No roadmap in sight.


At Tenacity, we help you bring the pieces together before you make the next big move. Whether you’re five years out or five months from transition, we help your wealth work smarter, grow stronger, and move with purpose, positioning you to enjoy the ripple effects down the road.

Strategic, consistent action beats flashy, one-time moves. 

Where to next? You did a good job diligently saving and growing, and now you’re in a great position. But getting to the next level might feel like solving a riddle. Let us be your partner so it can go intentionally, and strategically; always all three. Here’s a snapshot of how we help our clients cover those three bases. 

Risk Management & Insurance Reviews 

From Key Person coverage to income protection strategies.

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Legacy & Philanthropy Integration 

Align your wealth with the people and causes you love.

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Tax Minimization Strategies 

Forward-looking and clever moves to help keep more of what you earn.

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Exit Ready Roadmaps & Business Succession 

CEPA driven strategies that aim to boost enterprise value today and growth readiness tomorrow.

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Retirement Income & Distribution Planning 

Turn decades of work into durable, tax efficient income.

A man in a suit and glasses is standing in a factory with his hands in his pockets.
A man in a suit and glasses is standing in a factory with his hands in his pockets.

Investment Guidance 

Evidence based portfolios aligned with your goals and risk tolerance.

Still wondering if we’re a fit? 

We get it. You don’t hand over your future to just anyone. Let’s clear up a few things.

1

When should I start exit planning? – Ideally 3–5 years before you hope to sell, but earlier planning compounds options.

2

Is it too late for me to start? – The best time to start isn’t yesterday. Today works great!

3

Do you only work with business owners? – They’re our specialty, yet we also serve professionals, pre-retirees and retirees.

4

How are you compensated? – There should be no mysteries here. We believe in transparency in everything we do.

5

What’s the first meeting like? – A 30 minute discovery call to see if our philosophy fits your goals—no cost, no pressure.

Ready to turn grit into growth? Let’s talk.

Contact us directly or use the form below to reach out to us. We will get back to you as soon as possible to see how we can help you build the retirement you've worked so hard to reach.

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