New Haven, CT Wealth Management Consultant
You’ve been taught to save for a rainy day. And financial advisors caution to save and accumulate your wealth throughout your working life. But mistakes do happen. And the truth is that very few traditional financial advisors have a practical plan for clients who make financial missteps during retirement.
- So, what happens when your ability to save money dwindles… like during retirement?
- What if you can’t return to the workforce to recuperate your savings after a money mistake?
- And what if you don’t have the right advisor by your side to help avoid these major financial pitfalls?
You should be able to rely on a financial advisor who can help you transition from saving for retirement to planning a comfortable retirement for yourself. As a professional fiduciary advisor, David Wheatley at Tidewater Wealth Management will help safeguard your financial future.
New Haven Wealth Management
Did you know… New Haven is a beautiful coastal city in Connecticut that was recently voted as one of the top locations to retire. The U.S. News & World Report’s 2021-2022 list ranked Hartford and New Haven as two of the best places to retire in the United States. Tidewater Wealth Management is conveniently located in Downtown New Haven, nearly one block from the Yale campus.
As your local financial advisor and wealth management consultant, David Wheatley serves many clients in and around New Haven. In fact, many of his clients are retired college educators from prestigious Yale University. In addition to Yale, David and Tidewater Wealth Management also service other education and nonprofit professionals.
- Fairfield University
- Sacred Heart University
- Quinnipiac University
- UCONN
Transitioning from Saving to Planning
When a hiccup occurs, you can suffer a large—and even irrecoverable—financial impact. More than just a financial advisor, David Wheatley serves as your dedicated wealth management consultant. At Tidewater Wealth Management, David has worked with many hundreds of individuals and families as they enter retirement. And he has seen hundreds of retirees come to him after making big financial mistakes. Don’t let that be you.
David can work with you to tailor an action plan that meets both your current and future financial needs. With more than 28 years of financial and wealth planning experience, he will guide you through living after retirement without the what-ifs and worries you are experiencing now.
3 Questions to Ask Yourself About Retirement
Are you a college professor or a nonprofit employee? Then you’ll want a wealth management consultant, who can assist you both before and during retirement—and help you post-retirement for the rest of your life.
When searching for a trusted partner for your retirement needs, ask yourself these questions.
- What are my retirement goals?
- How much do I want to spend in retirement?
- How will I fund my lifestyle once I retire?
The emotional and psychological shift that you experience when transitioning from employment to retirement is unavoidable. The answer to these important questions will help you gain the clarity you need and decide how you want your retirement to look. Think about your retirement goals and share them with a wealth management consultant like David Wheatley, who can better assist you in designing your individual retirement plan.
Planning for Your Comfortable Retirement
You’ve spent your whole life working and saving. But now that opportunity is dwindling and coming to a close.
- How do you ensure that you have enough money to maintain your lifestyle?
- What if a financial emergency occurs?
- And what if you make a big, irrecoverable mistake in your retirement years?
You are not alone.
David Wheatley has more than 28 years of experience guiding hundreds of clients to and through their retirement years.
When you reach your desired retirement age, you want to be as financially comfortable as possible. You want to have the option of doing more of what you’ve always wanted with far less worry and stress. It can be difficult to spend money comfortably when you are stressed about that one financial mistake—and how it will affect the rest of your retirement moving forward.
Fortunately, David and Tidewater Wealth Management can work with you to design a solid retirement plan—even when you make a financial mistake during retirement.
Working with College Educators and More
For the past 10 years, David Wheatley has focused 99% of his time helping both higher educational and nonprofit professionals structure their retirement plans for their unique needs. David understands the decisions and special challenges that higher educational and nonprofit professionals face when planning their retirement.
- Investing in areas that deliver social value
- Managing the debt that college educators and nonprofit professionals have accrued
- Reductions in retirement plan contributions
- Decreased retirement benefits, should you decide to return to work
David knows the differences between your retirement situation and the majority of public, for-profit, and private industries. He has extensive knowledge from working for the number one nonprofit retirement market provider. And he knows how you can best utilize the unique features and benefits inside 403B accounts.
How David Wheatley Works with College Educators and Nonprofit Employees
David Wheatley helps college educators and nonprofit employees develop and implement comprehensive strategies that help achieve their retirement goals. Instead of focusing on clients’ investment portfolios, he takes each client’s entire financial life into account.
David will work with you to reach decisions in areas rarely discussed during the retirement planning stage, including the following:
- Estate planning and inflation risks
- Equity and interest risks
- Stock market volatility
- Long-term care options
- Special needs for children
- And more!
David offers clients like you both risk and wealth management as well as a holistic financial plan to reduce the risk of big impacts before and during your retirement years.
You Can Enjoy True Stability and Peace of Mind
At Tidewater Wealth Management, David Wheatley has worked on opposite sides of the spectrum. He has assisted clients who had their ducks in a row and were able to retire comfortably. And he has also assisted clients who made an unfortunate—and sometimes devastating—financial mistake. Sometimes that financial mistake became a difficult burden to overcome once they retired.
Regardless of where you are in your retirement planning, one thing is for certain: you only have one opportunity to retire peacefully. Allow David Wheatley to be your personal guide to and through retirement—and give you and your family peace of mind both now and in the future.
David Will Guide You through Changing Tides
Whether it is responding to changes in your life or adapting to ever-changing financial and global markets, David Wheatley and Tidewater Wealth Management will help you safeguard your financial future. David offers his clients customized solutions, user-friendly technologies, and personalized support to pursue their financial and personal goals. In addition, he offers advice and insights informed by more than 28 years of experience, including navigating some of the most volatile markets.
David’s Commitment to You
Your needs are David’s priority. His approach to financial planning is far from one-size-fits-all. David utilizes a needs-based approach and provides clients with the attention, time, and advice needed to create personalized strategies designed specifically to meet their goals. He is here for you—now and throughout your future.
David understands that for many of his clients, investing in areas that deliver social value is also of equal importance and value. David and Tidewater Wealth Management offer a broad array of solutions for socially responsible investing. So, you can feel good about your future and your contribution to the world around you
Contact David at Tidewater Wealth Management Today!
Don’t waste another day. Please call, email, or send a quick note using our convenient online contact form.
David is ready to work with you to protect your retirement and help you live a happy, comfortable, and peaceful future.
