Retirement Planning & Wealth Management in Connecticut
Retirement is one of the most consequential financial transitions you'll ever navigate — and the decisions you make leading up to it shape everything that follows.
At Tidewater Wealth Management, we build personalized retirement plans and wealth preservation strategies for educators and physicians across New Haven and West Hartford, CT. We account for your income needs, tax strategy, estate plan, and investment portfolio — and bring it all together into one clear, coordinated strategy built around your life.
David Wheatley, CLU® ChFC®
Senior Partner, Financial Advisor
David specializes in retirement planning for higher education professionals and physicians. With over 20 years of experience — including an extensive background advising members of the Yale University community — he builds financial strategies that go beyond the numbers, taking into account the life his clients want to live in retirement.
Bill McDonald, CFP®
Senior Partner, Financial Advisor
Bill is a CERTIFIED FINANCIAL PLANNER™ whose disciplined, comprehensive approach serves high-earning professionals, retirees, business owners, and trustees — connecting every piece of a client's financial picture into one cohesive plan.
Tim O'Shea
Senior Partner, Financial Advisor
With more than 25 years of experience as a financial advisor and portfolio manager — including 15 years at TIAA-CREF — Tim specializes in guiding clients in education, nonprofit, research, and medicine through every stage of retirement, from income planning to legacy and philanthropic goals.
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.
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.
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.