Sam Prentice Bewertungen 

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, general business strategy, and just life.

Smart guy and more importantly a good guy.

I've seen Sam work magic for his clients. He's a strategist rather than a product guy, which means he sees the full picture and is comfortable telling me "no."

He's also unusually good on the mindset piece, which for founders who've made money is usually the part nobody addresses. I consistently send people that I trust to Sam, and I've seen him do incredible things for them.

I reached out from India not knowing what to expect. Sam gave me straight, specific answers in the first conversation instead of a sales pitch, and I came away with a clearer view of my own situation than I walked in with. I will be happy to work alongside Sam in my wealth building journey.

I'm a CPA. I've spent my career inside these returns, and Sam still shows me structures I hadn't put together, then builds the paperwork to support them so they hold up when someone actually looks.

We've worked through aircraft leasing, entity structure, depreciation and the operating agreements underneath all of it. He moves fast, he answers when you call, and he thinks about the tax result, the legal exposure and the cash flow as one decision rather than three separate ones.

If you want someone who understands the strategy and can also produce the documents that make it real, that's him.

He is the real deal with a unique perspective. He has taught me a lot and how to look under the rocks to find the gold. I would highly recommend him.

Not just saying that - I know a lot of people I would never send someone to that have a lot more initials after their name. Forget them and hit Sam up.

Sam is an investor in my business, and he's also the person who taught me how money actually works. Those are two different relationships, and he's been honest with me in both.

On the business side, he understands capital, structure, and what a deal has to look like for everyone to be treated fairly. On the personal side, he took the time to teach me things nobody had bothered to explain, and he never made me feel behind for not already knowing them.

I run a better company, and I make better decisions with my own money because of him.

When Sam offered to pause my billing during a slow stretch, I told him not to bother. I view it as a retainer anyway. That's the honest test of whether something is worth paying for, and for me it was.

He works across tax strategy, structure and the actual decisions in front of me rather than selling one product. I know what I'm paying for and I know what it's returning.

I work alongside Sam, so I’ve had the opportunity to see how everything comes together behind the scenes not just the finished result clients receive.

What stands out most to me is the level of care he puts into the details. He holds a very high standard, but he also takes the time to explain why things matter instead of simply asking for them to be done.

Working closely with him has also taught me a lot about how money, strategy, and businesses actually work. He genuinely enjoys helping people understand the bigger picture, and that comes through in the way he approaches both his work and his clients.

"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.