Tenacity Private Wealth

Tenacity Private Wealth serves individuals (including high‑net‑worth and non‑high‑net‑worth clients), as well as trusts, estates, charities and business entities, providing discretionary investment management (typically charged as a percentage of assets under management) and financial consulting. Its consulting services include retirement and estate planning, sale‑of‑business advice, trust work, and coordination with other financial professionals.

The firm builds diversified portfolios across a broad set of securities and may access third‑party managers or programs, using quantitative and qualitative analysis, modern portfolio theory, and periodic rebalancing on a discretionary basis. Tenacity Private Wealth emphasizes coordination between investment decisions and tax considerations by integrating its advisory work with an affiliated tax practice.

Distinctive features include the firm’s affiliation with an in‑house tax business (Tenacity Tax, LLC) and that the advisory team includes CPA‑licensed professionals, which the brochure presents as a source of coordinated tax planning and filing assistance offered separately from advisory services. The firm’s small advisor team and modest client base accompany a range of less common planning services for a firm of its size, such as Medicaid and elder‑care planning, family counseling for elder care, and retirement community selection.