First, we build momentum, then we help build wealth. 

At Tenacity, we help you move from uncertainty to clarity with a step-by-step framework to help simplify big decisions and multiply your progress, personally and professionally.


You’ve worked too hard to rely on guesswork now. That’s why we break your goals into real, trackable milestones with strategies that move as fast or as steady as you do. From business equity to retirement income to multigenerational impact, we help bring both structure and confidence to your next chapter.

Tenacity’s Three-Step Framework

1

Clarify

Define values, timelines, and your life‑after‑work vision.

2

Craft

Engineer a step‑by‑step plan linking personal and business wealth.

3

Compound

Track progress, adjust tactics when life shifts and celebrate each win.

Behind each milestone sits a deliverable:

45 Minute Technology Session 

We inventory every account, employer benefit, and business entity inside our secure dashboard, so nothing hides in a forgotten folder.

Integrated Tax Flow Model 

Using eMoney® and Holistiplan®, we project three plus years of cash flow, capital gain exposure, and potential Roth conversion windows before a single move is made.

Business Valuation Snapshot 

For owners, we benchmark current enterprise value, then layer in “value acceleration” tasks that can help boost a future sale price without derailing operations.

Quarterly Vital Signs Meeting 

You’ll see a one-page scorecard covering investment performance, savings rate, tax milestones met, and any new opportunities on the horizon.

Meet the team behind the strategy

Brittany Gautreau, CEPA®

Founder & Lead

Wealth Advisor

Amy Clark

Director

of Operations

Misty Stoddart

Managing Director

& Wealth Manager

Our values aren’t ideas. They’re behaviors.

Here, client-first craftsmanship beats one-size-fits-all products. Tenacity stands on five core values:

1

Tenacity

We persist. Always.

2

Integrity

Straight talk, clear fees, honest guidance.

3

Generosity

Knowledge is shared freely, and we invest in our community.

4

Resourcefulness

If we don’t have the best answer already, we dig until we do.

5

Community Impact

Monthly support to philanthropic efforts and organizations.