Helping you protect, grow, and leverage your money

Wealth CEO empowers clients in their decision-making, ensuring they maintain 100% control of their wealth.

WEalth CEO
Client Process

“I'm constantly analyzing what's available to find the best ways to do things and doing in-depth fact-finding to fully understand your position - where you are and where you want to go.”

Sam Prentice

Founder & Chief Financial Strategist

Wealth CEO charges a monthly fee and is not commission-driven, so that the focus is truly on the success of each client.


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Service areas

Heavy lifting for the heavy decisions in your wealth management.