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RIA · CRD 332884State-Registered Investment Adviser

Updated:

TENACITY PRIVATE WEALTH

Tenacity Private Wealth is a team of financial professionals with extensive experience managing complex wealth for professionals, families, and business...

Overview

Tenacity Private Wealth is a team of financial professionals with extensive experience managing complex wealth for professionals, families, and business owners. The firm provides clear, straightforward advice and customized solutions spanning financial planning, investment strategy, business succession planning, and tax strategy. Its 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.

General information

Firm type

RIA

Location

City

Columbus

Principals

Samuel A. McCoy

CPA, CFP® — Financial Advisor | President; founder

Sam McCoy

CPA, CFP® — founder

Michael L. Rhinehart

CPA — Director of Operations

Frequently asked questions

What investment stages or asset classes does TENACITY PRIVATE WEALTH target?

There is no public information on asset allocation. Without regulatory filings, press releases, or a website, it is impossible to determine whether the firm invests in venture capital, private equity, real estate, public markets, or other asset classes. This lack of transparency is unusual but not unprecedented among single-family offices.

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