Our Story
From Building Businesses to Building Legacies
At Tenacity Private Wealth, we know firsthand the commitment and drive it takes to build a thriving business — it’s the same energy that motivates our team of financial professionals. Our founder, Sam McCoy, a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), brought these values to the heart of our firm. We’re here to partner with you, offering the expertise and unwavering support needed to transition from building a successful business to building a lasting financial legacy for yourself and your family.
Our Mission
Empowering Your Financial Freedom, One Goal at a Time
At Tenacity Private Wealth, our mission is to provide business owners and individuals with the financial clarity, confidence, and control they need to achieve their dreams, both personally and professionally.
Our Core Values
Values That Guide Our Every Decision
We believe in transparency, integrity, and always putting your interests first. Here’s how our values translate into action:
Straight Talk, No Jargon
We’ll always explain things in plain English so you’re never left in the dark.
Your Goals, Our Priority
Your financial well-being is at the heart of everything we do.
Building Relationships That Last
We’re here for the long haul, supporting you through every stage of your financial journey.
Always Learning, Always Growing
We’re committed to continuous improvement, staying ahead of the curve so we can provide you with the best possible advice.
Our Team
Achieve More, Together
We are committed to providing personalized financial guidance and support.
