Sam Prentice Anmeldelser 

"I work with Sam on the insurance side and I see how he handles a client before, during and after. He does the homework, he explains the structure so the client actually understands what they're buying, and he brings people to me already clear on what they need instead of expecting me to sort it out on the call.

He treats other professionals like partners rather than vendors. That's rarer in this business than it should be."

Sam builds documents that hold up. He took a set of loan and closing papers that were scattered across formats and rebuilt them so every one matched and every schedule tied out, which is the kind of work most people skip until a problem forces them to do it.

He is fast, precise about structure and entity detail, and when something is wrong he says so directly instead of letting it sit. Working with him raised the standard of our paperwork

I've worked with Sam for years, and he's become one of the first people I call when I'm evaluating a deal or something just doesn't sit right. What I value most is that he's never trying to sell me on an idea. He's talked me out of just as many deals as he's talked me into. I trust his judgment, his experience, and his willingness to tell me what I actually need to hear. And he saved me a TON of money with tax savings.

Sam is a money wizard! I have never met anyone with as much intuition and intellect in the realm of finances, taxes, business and investments. He is also kind, caring, authentic and operates from a place of deep integrity. He cares about his work and his clients deeply. I cannot recommend Sam highly enough.

I started working with Sam when I was confused and anxious after selling my business. I had achieved a great result but I was so scared about the future and how to handle this money. Sam has not only helped me practically but has also helped me center and ground myself emotionally. He helped me work through tax issues in ways that were most beneficial for me and not just chasing a result. He put together a clear plan for investing that is going to create the outcome I desire and has kept me grounded when the fears creep back in. I am now living a more peaceful and abundant life and allowing my money to work for me (and to help others) and I am focusing on what matters most to me in my life. I’m so grateful to have Sam as an advisor, guide and thought partner.

I met Sam through the Fulfillionaire world. No pitch, no engagement, just started being super helpful... and hasn't stopped since!

Since then he's been generous with real perspective on a genuinely messy cross-border tax situation, well before there was a dollar in it for him. He treats structure, tax and where you're actually trying to end up as one question rather than three, which is rarer than it should be.

He also gets creativity, and he helped me define my bigger picture goals, which is more than I can say for almost anyone I've worked with in the financial world.

And he'll tell you when the honest answer is to wait... which is not the advice that pays him.

"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.