Tenacity Wealth Management launches in Eagle to guide Boise-area business owners through exits and retirement

3 hours ago

Brittany Gautreau has launched Tenacity Wealth Management, an Idaho-rooted advisory firm based in Eagle with offices in Coeur d’Alene and Bellevue, to help business owners and families plan years ahead of major financial transitions. The firm is targeting Boise-area entrepreneurs first, with a focus on exit preparation, retirement income and legacy planning. Why it matters: - Many business owners wait too long to plan for a sale, retirement or family handoff. - Delayed planning can lower sale prices, raise tax bills and create years of avoidable financial strain. - Tenacity Wealth Management is built to help clients make those decisions earlier, when they still have options. What happened: - Brittany Gautreau, CEPA®, founded Tenacity Wealth Management, an independent wealth advisory firm rooted in Idaho. - The firm is headquartered in Eagle, Idaho, with additional offices in Coeur d’Alene, Idaho, and Bellevue, Washington. - Tenacity officially launched in May 2025 and is now expanding across the Boise area and the Pacific Northwest. - The firm is focusing first on the Boise market, where Gautreau has built relationships with local entrepreneurs and families. The details: - Tenacity serves individuals and women in transition, including people considering retirement, scaling a business for growth or preparing to sell. - The firm works primarily with high-achieving entrepreneurs and families with $1 million or more in investable assets. - Clients receive consolidated reporting, a multi-year view of projected income and taxes, and quarterly progress reports. - Gautreau focuses on business owners who are five to 10 years from stepping away from a company. - The planning process centers on questions that often get delayed: whether to sell, whether to grow and sell later, who the right buyer is and what life looks like after the deal. - Tenacity’s services include exit preparation for business owners, retirement income planning and family wealth transitions. - Accounts are custodied with Schwab. - Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. - CreativeOne Wealth, LLC and Tenacity Wealth Management are unaffiliated entities. - Tenacity lists itself as a licensed insurance professional and says it does not provide tax or legal advice. Between the lines: - Gautreau is positioning Tenacity as more than a portfolio manager. - The firm is framing wealth planning as a blend of financial, emotional and lifestyle decisions. - That approach fits owners who may be preparing for one of the biggest liquidity events of their lives. - Tenacity is also leaning on community ties in Boise, including support for Boise Rescue Mission, Foster & Heart and the Make-A-Wish Foundation. What’s next: - Tenacity plans to deepen its presence in Boise while expanding across the Pacific Northwest. - Gautreau is targeting clients who are still five to 10 years from a business transition, giving them time to build an exit plan before a deadline forces one. - The firm is betting that earlier planning will help clients preserve value and reduce last-minute mistakes. The bottom line: - Tenacity Wealth Management is entering the market with a clear niche: helping Idaho business owners and families prepare early for the financial and personal realities of what comes next.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

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