Tenacity Private Wealth

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Client assets under management

$40,570,578

Clients

26% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$811,412

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Elder care planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

Fee options

Fixed

$5,000 per plan for Financial Consulting

Percentage

$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Project-based

$250 per hour for Financial Consulting

Main office location

Tenacity Private Wealth

Powell OH, United States

Number of offices

Most active in

Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-208-5494

Advisors at this firm

Michael R

Series 65

Powell, OH

Tenacity Private Wealth

Michael Rhinehart is a Series 65-licensed advisor with Tenacity Private Wealth, where he has worked since 2024. He previously held roles at DGPenny CPAs + Advisors, Greif, Inc., and Blue & Co. LLC. Outside of his advisory work, he serves as CFO of Wolfpack Living, a bread company. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm integrates investment decisions with tax planning through its affiliation with an in-house tax practice and offers specialized services including retirement and estate planning, sale-of-business advice, and elder-care planning.

Elder care planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

Samuel M

CFP®, Series 66

Powell, OH

Tenacity Private Wealth

Samuel Mc Coy is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Tenacity Private Wealth and previously held roles at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Mc Coy serves as treasurer for the Upper Arlington Men's Lacrosse Program and is a board member and finance committee participant for the Upper Arlington Education Foundation. He is also the principal and owner of Tenacity Tax, LLC, which provides tax preparation services. Tenacity Private Wealth serves individuals, trusts, estates, charities, and business entities with discretionary investment management and financial consulting. The firm combines diversified portfolio management with coordinated tax planning through its affiliation with Tenacity Tax, LLC, and offers specialized services such as elder-care planning and retirement community selection.

Elder care planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

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