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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
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tools in use
Monthly traffic
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- LD
Lisa Duarte
Administrative Assistant · Operations
EmailPhone - DW
David Wheatley
Partner · General Business & Management
EmailPhone - BL
Brianna Lane
Client Relationship Manager · Customer/Client Service
EmailPhone - BM
Bill McDonald
Partner, Sr Wealth Management Advisor, Cfp · Other
EmailPhone - TO
Tim Oshea
Partner Sr Wealth Management Advisor · Other
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Tidewater Wealth Management
5 distinct titles indexed · top 5 shown.
- 1administrative assistant
- 1client relationship manager
- 1partner
- 1partner sr wealth management advisor
- 1partner, sr wealth management advisor, cfp
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