Seek First to Understand
At Tidewater Wealth Management, we pride ourselves on developing and implementing comprehensive strategies to help our clients achieve their goals. To do this, we consider the entirety of the financial life, not just the investment portfolio. Pension decisions, when to take Social Security, estate planning, long-term care options, special needs children, tax-sensitive portfolio management – these are examples of some of the decisions we work hand in hand with our clients to address.
Seek First to Understand
At Tidewater Wealth Management, we pride ourselves on developing and implementing comprehensive strategies to help our clients achieve their goals. To do this, we consider the entirety of the financial life, not just the investment portfolio. Pension decisions, when to take Social Security, estate planning, long-term care options, special needs children, tax-sensitive portfolio management – these are examples of some of the decisions we work hand in hand with our clients to address.
Services
We will work closely with CPAs and attorneys for tax and legal assistance, providing a streamlined experience for all of clients’ financial, insurance, investment, and estate planning needs. For those clients who do not have an attorney or CPA, we can recommend professionals in our area with whom we have had successful working relationships.
Portfolio Management
Estate Planning
Retirement Planning
Investments
Risk Management
ESG & Socially Responsible Investing
Holistic Financial Planning & Advice
Services
We will work closely with CPAs and attorneys for tax and legal assistance, providing a streamlined experience for all of clients’ financial, insurance, investment, and estate planning needs. For those clients who do not have an attorney or CPA, we can recommend professionals in our area with whom we have had successful working relationships.
