Tenacity Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$5,000 per plan for Financial Consulting
$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
$250 per hour for Financial Consulting
Main office
Powell OH
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Tenacity Private Wealth · Tenacity Private Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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.
Samuel M
CFP®, Series 66
Powell, OH
Tenacity Private Wealth
Samuel Mc Coy is a CFP® with 11 years of industry experience, currently serving as an advisor at Tenacity Private Wealth. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as Treasurer for the Upper Arlington Men’s Lacrosse Program and is a board member on the finance committee of the Upper Arlington Education Foundation. He is also the principal and owner of Tenacity Tax, LLC, a tax preparation service. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm emphasizes integrated tax and investment planning, drawing on its affiliation with an in-house tax practice and a team that includes CPA-licensed professionals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)