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Confident Retirement Starts Here

Protect Your Wealth. Build Your Future. Secure Your Legacy

We are committed to providing retirees and pre-retirees effective and data-driven retirement planning and wealth management solutions to turn their life’s work into lasting security.

Guiding You Through Changing Tides

Tidewater Wealth Management is a boutique firm that specializes in providing retirees and pre-retirees personalized retirement plans, investment management, and legacy strategies tailored to each client’s goals, ensuring peace of mind and financial confidence as we help them navigate life’s changing tides

Our Services

Illuminating a Path to Financial Prosperity

Navigating the complexities of retirement planning, investment management, and legacy preservation can be overwhelming. You know your goals, but unsure how to align them with the right financial solutions

At Tidewater, we create personalized financial strategies that turn your vision into a structured, actionable plan. We analyze your unique financial situation, factoring in income, savings, tax strategies, estate planning, and investment growth. We help you build a roadmap for wealth preservation, steady income streams, and legacy protection— giving you the clarity and confidence to achieve your retirement goals.

The Result

A clear financial path that moves you from uncertainty to a secure retirement, where you can focus on living your best life, knowing your financial future is in good hands.

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Our Commitment To You

Your Needs Are Our Priority

 

Our approach to financial planning is far from a one-size-fits-all. We utilize a needs-based approach and provide our clients with the attention, time, and advice needed to create personalized strategies designed specifically to meet their goals.

We have an ethical duty to recommend the best investments for each individual client.

We Are Here for the Duration

 

We are here for you– now and long into the future. We learned the importance of the client-advisor relationship in our careers.

 

Many of the reasons we founded Tidewater Wealth Management are centered on our desire to continuing building and fostering deep relationships with our clients who entrust us with their goals.

Solutions to Suit Your Lifestyle

 

We understand that many of our clients, investing in areas that deliver social value is of equal importance to maximizing value. We offer a broad array of solutions for ESG and socially responsible investing.

 

Additionally, through our resource partners, we can provide solutions to structure charitable giving, making it easy to manage, track, and invest for generations.

Our Partners

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients.

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NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, financial advisors can free up their time to focus on what they do best – caring for clients.

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