Tidewater Capital Services creates personal financial plans for families, individuals, and small business owners. Just like a building architect designs a building from the foundation to the roof, Tidewater also builds your financial foundation, then expands that to include retirement planning, legacy planning, charitable giving, and so forth.
After immersing ourselves in the financial world for decades, we have a unique understanding of what it takes to become financially stable. But nothing can be achieved without a clear financial plan. We help individuals, families, and small business owners make smart financial decisions with confidence. My job is to take the stress and confusion out of money by creating clear, personalized plans that cover everything from saving and investing to retirement, tax management, and protecting what you’ve built. Think of me as a guide who helps connect the dots so all parts of your financial life work together.
At the heart of what we do is building relationships. We take the time to understand what’s most important to my clients—their families, goals, and dreams—and then design strategies that fit their unique situation. People refer us when they know someone who wants peace of mind about their financial future, whether that’s planning for retirement, growing their business, or simply wanting to feel more organized and secure with their money.
Relax and let the architects at Tidewater Capital prepare your financial foundation.
After immersing ourselves in the financial world for decades, we have a unique understanding of what it takes to become financially stable. But nothing can be achieved without a clear financial plan. We help individuals, families, and small business owners make smart financial decisions with confidence. My job is to take the stress and confusion out of money by creating clear, personalized plans that cover everything from saving and investing to retirement, tax management, and protecting what you’ve built. Think of me as a guide who helps connect the dots so all parts of your financial life work together.
At the heart of what we do is building relationships. We take the time to understand what’s most important to my clients—their families, goals, and dreams—and then design strategies that fit their unique situation. People refer us when they know someone who wants peace of mind about their financial future, whether that’s planning for retirement, growing their business, or simply wanting to feel more organized and secure with their money.
Relax and let the architects at Tidewater Capital prepare your financial foundation.
Based in Charlotte, North Carolina, we specialize in tailored financial strategies that stand the test of time. We view our clients as partners, operating with a shared sense of ownership and a long-term focus on value. Unlike a planner who learned this through a book, we learned about finances by spending decades in the ring, and our own money, understanding what works and what doesn't. With a patient, disciplined approach, we bridge the gap between financial planning and lasting success. Our mission is driven by four core pillars: Teamwork, Integrity, Accountability, and Innovation.
With our extensive experience in various private investments, venture capital investments, real estate investments, as well as the stock market, we are well versed in finances and financial planning.
With our extensive experience in various private investments, venture capital investments, real estate investments, as well as the stock market, we are well versed in finances and financial planning.
Personal Financial Planning
We also manage multiple alternative asset classes, including:
Let us say it again, we partner with whom we do business and maintain a shared sense of ownership across all of our clients and investments. Our core values of Teamwork, Integrity, Accountability, and Innovation guide us in every transaction.
- Financial Planning - When your friends recognize your knowledge and abilities, and then ask for help, how can you refuse? That's how we got our start. We are proud and very happy to be able to use our decades of financial experience to help others to become financially stable and occasionally wealthy. Our goal is to help you to reach financial stability. Always remember, time and compound interest are your friends and your emotions are your enemy.
We also manage multiple alternative asset classes, including:
- Private Equity - We occasionally invest from very early stage pre-seed Angel funding opportunities to more mature Venture Capital funding. Tidewater rarely just writes a check. We prefer to act as a consultant to the entrepreneur and can assist them with growth, direction, and strategy. We enjoy working with aligned founders and management teams to help them achieve the goals they have for their companies. We encourage you to review our equity investment criteria page for more information. We have held various roles, such as, CFO, COO, and CMO, for several businesses. We are not currently seeking any new investments.
- Real Estate - primarily multi-family apartments, warehouses, and distribution centers. Occasionally we will partner with friends and other investors, if the deal makes sense to bring in others. Due to the current interest rate climate, we have sold all of our holdings and are not actively seeking any new properties.
- Venture Credit and Debt - we are able to utilize revolving lines of credit, product royalty investments, straight venture debt, or property backed loans. We are not currently seeking any new investments.
Let us say it again, we partner with whom we do business and maintain a shared sense of ownership across all of our clients and investments. Our core values of Teamwork, Integrity, Accountability, and Innovation guide us in every transaction.
