Sam Prentice Avis 

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.