Plug Your Wealth Leaks in 90 Days or Less
It starts with a 30-minute strategy call. Walk away knowing exactly where you're losing money and how to fix it.
What Happens on Your Strategy Call
This isn't a sales pitch. It's a real working session where you'll walk away with clarity, even if we never work together.
Tanya R.
Tech Founder
"I expected a sales pitch. Instead, Sam spent the entire 30 minutes diagnosing my exact situation and gave me a clear roadmap, even before I became a client. That level of generosity sold me immediately."
Roy M.
Real Estate Investor
"The strategy call alone was worth thousands. Sam identified a tax leak I'd been bleeding for years. By the end of the call, I knew exactly what I needed to fix and how to do it."
Lisa K.
E-Commerce CEO
"Most consultants talk in circles. Sam was direct, clear, and gave me actionable steps within minutes. I felt lighter after that call than I had in months."
Get One Wealth-Saving Strategy in 30 Minutes—Guaranteed. Walk away with clarity you can implement immediately, even if we never speak again.
Strategy isn't optional.
It's the difference between building and bleeding.
Tax season hemorrhages are predictable.
Lawsuits, market crashes, and income disruptions are not.
But whether they happen every year or completely at random, all wealth hemorrhages can be minimized if you plan for them in advance.
The entrepreneurs who sleep well at night aren't the ones who've never been hit. They're the ones who built protection before the hit came.
Expert Financial Strategy. Made Fun and Gamified.
Most wealth planning feels like homework. Ours feels like leveling up in a game you're actually winning.
Through interactive frameworks, visual tools, and clear step-by-step guidance, we turn complex financial strategy into something you actually enjoy engaging with.
Elite-Level Strategy
Tax optimization, asset protection, and wealth architecture
Nervous System Awareness
From survival mode to clarity and calm confidence
Gamified Experience
Interactive tools that make wealth-building engaging
This Isn't a Sales Call. It's a Strategy Session That Actually Delivers Value. See why clients call it the best 30 minutes they've spent on their finances all year.
Your Creativity Is Your Most Valuable Asset
Everything else exists to protect it. When your financial, emotional, and strategic world is protected, you're free to create, innovate, and lead with impact.
The Foundation Is Safety
But safety isn't built on hope. It's built on having real answers to the difficult questions everyone faces.
We Won't Answer All 5 Questions in One Call. But You'll Finally Know Which One to Solve First—and exactly how to do it.
Where Purpose, Profit, and Pleasure Intersect
This is where we plan your taxes and life strategy. Not in isolation, but at the alignment of what drives you, what sustains you, and what fulfills you.
Purpose
Your mission, values, and the impact you want to create in the world. What you're here to do.
Profit
The financial engine that sustains your life, protects your creativity, and funds your vision.
Pleasure
The joy, fulfillment, and quality of life you experience daily. What makes it all worthwhile.
Alignment is where your financial architecture lives. When we optimize your taxes, structure your assets, and plan your wealth, we do it in service of all three. Not just profit. Not just purpose. But the intersection where you're fully resourced, deeply fulfilled, and making the impact you're meant to make.
Stop Building Someone Else's Dream. Design a financial plan that serves your purpose, funds your vision, and protects what matters most.
How You Preserve Your Wealth
The Wealth Pyramid is the simple structure that preserves your wealth during the 5 difficult questions. It's not just about allocation. It's about building a fortress that protects your creativity and gives you peace of mind.
20%
Liquidity
Accessible cash and near-cash assets for immediate needs and opportunities. This is your safety net, your flexibility, your ability to act when opportunity knocks or crisis strikes.
75%
Cash Flow
Income-producing assets that generate consistent returns without active work. This is the engine of your wealth, the foundation of your security, the path to abundance.
5%
Speculation
High-risk, high-reward opportunities for growth without jeopardizing your foundation. This is where you get to play, experiment, and potentially accelerate your wealth without risking what matters.
Why this matters: Most entrepreneurs have this backwards. They speculate with 80% of their wealth and wonder why they can't sleep at night. The Wealth Pyramid gives you a structure that protects your downside while still capturing upside. It's how you build wealth that lasts.
Discover Where You Are. Define Where You're Going. Get Your Exact Next Move. No guesswork. No overwhelm. Just clarity.
Real Transformations
From leaky bucket to financial fortress
JP N.
Real Estate Developer
Austin, Texas
"Sam has been on my team for the last decade. I've had dozens of planners, managing millions of dollars for me, and no one has been able to handle my entire wealth planning, considering every dimension, and combining intelligence with integrity."
Evan S.
M.D.
Raleigh, North Carolina
"I was totally in a scarcity mindset. After working with you and implementing these changes, I don't feel that anymore. I feel re-energized, clearer, and calmer."
Neil M.
M.D.
Raleigh, North Carolina
"Knowing that security isn't that far away completely changed my relationship with money. I feel grounded now. Calm. Confident. I'm not operating from fear anymore."
Katie L.
Attorney
New Orleans, Louisiana
"Even in the worst-case scenario, I'm not stressed. I know I'll still have liquidity, options, and time. That's a really good feeling."
Join Entrepreneurs Managing Millions Who Sleep Better at Night. Confident in their numbers. Efficient with their structure. Optimized for growth.
Two Paths Forward
Which entrepreneur are you?
Without Protection
Leaking wealth, losing sleep
✗ Paying 40%+ in taxes every year without a strategy
✗ Vulnerable to lawsuits with no asset protection in place
✗ Anxious about market crashes and income disruptions
✗ Operating from fear instead of confidence
✗ Missing opportunities because liquidity is always tight
With Protection
Building wealth, sleeping soundly
✓ Optimized tax structure that saves you hundreds of thousands while staying fully compliant
✓ Sleeping through the night knowing you have answers to all 5 difficult questions
✓ Operating from calm confidence because your wealth is defended from every angle
✓ Building a fortress that protects your creativity and gives you true freedom
✓ Seizing opportunities instantly because you have liquidity, structure, and peace of mind
The difference? A 30-minute strategy call.
That's where protection begins.
The 5 Difficult Questions
You'll understand at a deeper level how strategy can keep these questions from becoming dreaded conversations.
What happens when I have enough?
What happens when I get sued?
What happens when taxes are due?
What happens when my income stops?
What happens when the economy crashes?
Get answers on your strategy call
Who I Am
Sam Prentice is a wealth strategist who helps entrepreneurs build lives that feel safe, abundant, and creatively alive.
He blends elite-level financial strategy with nervous-system awareness, helping people shift from survival to clarity, from confusion to alignment, and frameworks to open the mind.
Through deep technical acumen in investment and tax strategy, along with practical insight into the human experience, Sam helps entrepreneurs align their financial architecture with the intersection of their purpose, profit, and pleasure.
For Select Entrepreneurs
Private Wealth Consulting
For entrepreneurs managing significant complexity, Sam offers private consulting engagements that provide comprehensive wealth architecture, ongoing strategy, and direct access.
These engagements begin at $30,000 annually and include everything from tax optimization and asset protection to liquidity planning and nervous-system coaching.
Not sure if private consulting is right for you? Start with a complimentary strategy call. You'll get clarity on your wealth leaks, actionable next steps, and a sense of whether deeper work together makes sense.
Your Wealth Deserves a Strategy
Don't wait until there's a problem. Start thinking strategically. Let strategy protect and fuel your creativity.