I've only met Sam a handful of times and yet he's been nice enough on multiple occasions to offer words of wisdom on phone calls with no expectation. He's given me sound advice on investing, gen... See more
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Sam Prentice is a wealth strategist who works with business owners, professionals, and founders who have built real wealth and are now running all of it out of one bucket. Wealth CEO is the practice. You are the Owner. We manage the team. Most people at this level are not short on advice. They are short on coordination. The CPA does not talk to the attorney, the attorney does not know what the investment plan is, and nobody is looking at the whole board. That is the problem we solve. Engagements run across four arenas that are treated as one system rather than four separate errands: TAX STRATEGY. Entity structure, timing, depreciation, and the moves that actually reduce what you send to the IRS, coordinated with your CPA rather than around them. CASH FLOW. Knowing what comes in, what goes out, and what it is for. Most owners discover their real burn rate for the first time in this exercise. ASSET PROTECTION. Trusts, holding structures, and insurance designed before you need them, not after somebody sues you. MONEY MINDSET. The part nobody bills for. More money changes the kind of fear you carry, not whether you carry it. That gets addressed directly. We are the coordinator, not the replacement. We translate your goals into clear direction for your CPA, your attorney, and your other professionals, and keep everyone moving in the same direction instead of five. Every call is recorded with notes sent to everyone involved, so partners and co-decision-makers stay equally informed. The value most owners underestimate: you walk into every professional meeting already clear on the objective. Their expensive time goes to judgment and execution instead of getting up to speed. Engagements are month-to-month. No hourly billing, no timesheets. Every retainer carries a 5x value commitment, five times the fee in measurable monthly value, reviewed together every month. Nothing here is legal, tax, or investment advice. We are strategists and educators. Every decision stays yours, made with your own licensed professionals.
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United States
- sam-prentice.com
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Sam is one of my favorite people in the…
Sam is one of my favorite people in the entrepreneur world! We keep crossing paths in the mastermind circles, he intro’d me to one of our top manufacturing partners, and he's the kind of friend who thinks of you when there's a room you should be in. For founders who want a strategist on the money side, he's generous with his ideas and genuinely wants to see you win.
I played professional soccer for over a…
I played professional soccer for over a decade and then went all in on building Perfect Soccer and pursuing opportunities as an entrepreneur. Sam has been in my corner through both the wins and the slower stretches.
What I’ve always appreciated about him is his willingness to tell me what he actually thinks, whether we’re talking business, money, or a new opportunity. He looks at the bigger picture, asks good questions, and isn’t afraid to tell you the truth.
Over the years, he’s become someone whose perspective I trust. More importantly, I consider him a friend.
Sam can see the big picture of M&A
Sam can see the big picture of M&A, he has deep understanding of deal structure and he understands the process of building wealth. His insights and guidance have been valuable to me over the years.
Sam is an incredible thought partner…
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…
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.
When we hit a rough patch, he reminded me it was a blip on the five-year radar. That's exit planning with someone who is actually in your corner
Thoughtful Advice You Can Trust
It is not every day that you come across someone like Sam Prentice. He genuinely cares about others and will do everything in his power to help the people around him.
Some of my favorite conversations with Sam have been about business, money, and life - and I always walk away thinking about something differently. He thinks deeply about the world around him and uses his creativity and experience to help others see possibilities they may not have considered for themselves.
What I appreciate most is that I trust what Sam puts out into the world. I know that what he shares has been deeply thought about, considered, tested, and tried - not simply repeated because it sounds good. He is incredibly generous with his ideas and genuinely wants to see the people around him succeed.
It has been a pleasure to know Sam, learn from him, and continue learning alongside him. I’m excited to see his ideas reach even more people.
Sam could run my life with how much he…
Sam could run my life with how much he knows about me, and I mean that as the compliment it is. 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'm still building toward my own state of financial abundance rather than sitting in it, and he has invested his time in me the whole way regardless.
Beyond Cookie-Cutter Solutions
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 am grateful I got to meet him when I did.
I'd highly recommend working with him. With the level of integrity, transparency and commitment he's demonstrated, you will not regret it.
He knows his stuff!
I first talked with Sam years ago when I was building my first e-commerce brand and starting to learn how to invest. I was struck by how casually and naturally he approached everything. Sam has always been there whenever I have needed help or advice around investing, wealth structure, or anything at all. He knows his stuff! Over the years, he has also become a good friend!
sam has been an incredible advisor and…
sam has been an incredible advisor and is always so supportive and generous with his knowledge.
Personalized planning
Sam was engaging, detail oriented and offered multiple creative solutions to personal wealth management. He spent a lot of time on mindset, values and visioning, which is not common for typical wealth managers. Highly recommend working with Sam to come up with a personalized plan!
Sam is extremely knowledgable and…
Sam is extremely knowledgable and compassionate. He takes a wholistic approach to investing and wealth management. Highly recommend working with Sam!

Reply from Sam Prentice
Sam has guided me on my own capital…
Sam has guided me on my own capital placements, and more than that he has spent an enormous amount of time helping me become the best version of myself. Those two things turned out to be the same project.
I know I don't fit his usual client profile, and he has invested in me anyway, consistently, for years.
I negotiate for a living. Sam still got me paid more.
I work in sales. I negotiate for a living. When it came to the comp package at my new company, Sam still saw the negotiation more clearly than I did. He looked at the whole offer, not just the number. He explained the equity to me and I walked in knowing what I was worth.
I've also read his book, and it changed how I think about money. Highly recommend 🙌🏻
Sam helped me understand
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.
Highly recommend spending some quality time with Sam. A few hours with him and you’ll wonder why no one ever explained it to you quite like that before.
Over 20 years of friendship
Over 20 years of friendship, and Sam is still who I text when a property or money question comes up. He's straight with me, he doesn't overcomplicate it, and he actually cares how it lands for me. He’s always so genuinely happy to see me succeed both financially and in life. You cannot go wrong with Sam Prentice in any facet of your life.
Real Estate Deals
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's also brought an investor ready to write a six-figure check, and made sure the onboarding was buttoned up before anyone committed. He understands both sides of the table.
Financial wins and fulfillment
I came to Sam with with questions on where to invest and how to save on taxes. I thought it would be pretty straightforward, but It turned into a much better conversation about tax planning and what the income is actually for. He's a great friend who will really challenge you to get to the heart of what will really bring us fulfillment through finances.
Sam's a wealth of knowledge when it…
Sam's a wealth of knowledge when it comes to finances, investment, and business. If you're looking for a life filled with impact, security, and fulfillment, look no further. I first met Sam at a business event in Orlando 2 years ago, since then, we've reconnected at several business events, and conversations outside of said events. He's helpful, a wonderful listener, and desires the best for you.
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