Tenacity Wealth Management is a Bellevue, Washington-based financial planning firm serving business owners, women in transition, professionals, and people approaching or living in retirement. Its approach is designed for clients seeking an ongoing financial partner, with support to plan, put strategies into action, and adapt as life changes.

The firm helps business owners prepare for a sale or succession, strengthen business value, and review risks such as key-person insurance and income protection. For individuals and families, services include investment guidance, retirement income and distribution planning, tax-minimization strategies, legacy and philanthropy planning, and guidance on organizing retirement assets and spending. Tenacity also offers planning for professionals managing concentrated stock, bonuses, or deferred compensation, as well as values-driven support for long-term savers.

The firm emphasizes goals-based, consistent planning and helps clients consider taxes, healthcare, major expenses, and the durability of their retirement income. Advisory services are fee-based, and Tenacity may receive commissions when insurance or annuity products are sold.