Company

Tidewater Wealth Management

Financial Services New Haven, Connecticut, United States 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

www.tidewaterwealth.com LinkedIn

Tidewater Wealth Management Overview

Headquarters: New Haven, Connecticut, United States
Website: www.tidewaterwealth.com
Industry: Financial Services
Employees: 5
Founded: 2021
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning ESG Investing Socially Responsible Investing Holistic Financial Planning & Advice Philanthropic Giving Portfolio Management Estate Planning Risk Management Philanthropic Giving Independent Financial Planning

About Tidewater Wealth Management

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.

Tidewater Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

Tidewater Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
David Wheatley	Partner / Senior Wealth Management Advisor at Tidewater Wealth Management	New Haven, Connecticut, United States	Email Phone
Lisa Duarte		United States	Email