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About Tencap Wealth Coaching

  • Together with Matson Money, Tencap Wealth Coaching is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures.

    Working together, Matson Money and Tencap Wealth Coaching help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing.

  • The Tencap Wealth Coaching* team is powerfully trained in the Matson Method - a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.

Company Leadership

Greg Black, CFP®, ChFC

President | Founder | Wealth Advisor

"I built Tencap Wealth Coaching to provide people with an opportunity to engage with their investments and retirement planning on a holistic level. My greatest strengths are that I enjoy being around people and sharing my insights with others." Greg is a Certified Financial Planner™, Chartered Financial Consultant, and Investment Adviser Representative. Since graduating from...

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Nick Carrigan

Wealth Coach

"I am committed to families being free and at ease around money." Nick has a bachelor’s degree in accounting from Brigham Young University. Before joining Tencap Wealth Coaching, Nick gained industry experience working with KPMG in New York City as well as being a team member on various start ups. Nick’s mission is to help...

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Lindsey Black

Events Coordinator

People are important. Lindsey's love for people developed over many experiences. She moved ten times before graduating high school, living in seven different states. At twenty-one she spent eighteen months in Guatemala as a gospel and welfare missionary. She has seen poverty and wealth; Lindsey asserts that, "people survive when their needs are met and...

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Jesse Allen

Operations Manager

“It takes as much energy to wish as it does to plan.” — Eleanore Roosevelt Jesse started working in financial services in 2015 with Evident Wealth Management in operations. When Evident merged with Tencap Wealth Coaching in 2019, he joined the Tencap team. Jesse is responsible for maintaining day to day operations, processing applications, and...

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Joe Griffin

CEO

“Saving is the gap between your ego and your income.” ― Morgan Housel, The Psychology of Money. Joe Griffin, CEO of Tencap Wealth Coaching, helps the firm deliver exceptional client service built on the values of the firm. Freedom. Love. Integrity. Excellence. Joe is a results-driven leader committed to empowering a team of professionals whose work...

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Katie Griffin

Client Experience

“Everything has a price, but not all prices appear on labels.” ― Morgan Housel, The Psychology of Money. Katie is someone who really cares about the success of each client. She is very much interested in our clients achieving their goals and is cheering each of them on. Katie is committed to making each American Dream...

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Abby Jane Green

Client Experience

“Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money–investing, personal finance, and business decisions–is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t...

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Rock Allen

Wealth Advisor

Rock Allen has practiced law in the areas of trust/estate and business planning since 1993. He has assisted thousands of individuals and families design, maintain and settle trusts, powers of attorney (financial and health care) and wills with a plain English approach. He has been a licensed financial advisor since 2016 and joined the Tencap...

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Powell Dubois

Client Experience

“Price is what you pay, value is what you get.”― Warren Buffet I help people create meaningful and productive relationships with our advisors and firm. Helping people bridge the gap between what they have done in the past and how to implement prudent investing principles into their everyday lives is extremely meaningful to me. I am...

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Book an initial consultation with our team today!

Info@tencap.com 801-221-2956

Tencap Wealth Coaching

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PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Matson Money, Inc. "Matson" is a federally registered investment advisor with the Securities Exchange Commission ("SEC") and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this website will assure any particular investment results.

All of Matson Money's advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term "Co-Advisor" is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds.

The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor's clients. Generally, the greater the assets under management that the Co-Advisor's clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest.

Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.

Co-Advisor's fee may be paid directly by Account Owner to Co-Advisor or this fee may be deducted from Account Owner's account by Matson and paid by Matson to Co-Advisor. No part of this fee is retained by Matson. The Co-Advisor's relationship with Matson, including fees payable from the Account Owner's Account, is governed by a separate agreement between Matson and the Co-Advisor. The nature of this relationship creates an inherent conflict of interest.

Additionally, Co-Advisors who have entered into a Co-Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson's Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador's business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading the American Dream Experience. Some additional expenses can be charged for additional services.

In Canada, Matson acts as a sub-advisor to another registered portfolio manager ("Advisor"). Matson is not affiliated with the Advisor. The Advisor and Matson have entered into a sub-advisory agreement, under which Matson has agreed to sub-advise client accounts managed by the Advisor. Client accounts are invested in strategies managed by Matson. The Advisor is responsible for client onboarding and account opening collection of know-your-client information and suitability determination and overall client relationship management.

All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

The website may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time ("Performance Material"). Past performance, and any performance reflected in Performance Material, is not an indication of future results.

The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.

One or more persons featured in this content is a Co-Advisor and Brand Ambassador for Matson Money. All Co-Advisors and Brand Ambassadors are independent contractors, not employees or agents of Matson. All of Matson's advisory services are marketed almost exclusively by Co-Advisors, who are compensated through advisory fees.

Brand Ambassadors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms or separately registered portfolio managers (Canada). Matson Money receives compensation for the Brand Ambassador arrangement to cover the cost of creating branding assets, like films, presentations, logos, and other various marketing material, as well as additional services.

Please refer to Form ADV Part 2, of either party, for detailed investment advisory and fee information. You may also refer to Form CRS for an overview of these services.

Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed.

Life on Purpose™ is a registered trademark of Matson Money, Inc.
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Tencap Wealth Coaching is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.