Tidewater Capital Services is a financial planning and private investment firm based in Charlotte, North Carolina. From our beginning, we've been passionate about achieving better results for our clients and our investments—results that go beyond financial and are uniquely tailored, pragmatic, and enduring. We partner with whom we do business and maintain a shared sense of ownership across all of our clients and investments. Today our core values of Teamwork, Integrity, Accountability, Innovation, and Diversity, remain ingrained in every aspect of our organization.
For Investing, we believe that the true economic value of every asset and business is realized over the long term. Often that means holding an investment for years. Our capital, along with our many decades of experience and patience, will often be the difference between success and failure for any business. You may hear us referred to as Angel investor as we come in and help the entrepreneur grow their business through our capital very early in the life of the business.
Our Financial Planning efforts are to build a pathway so our clients can reach their financial goals...whether that is an early retirement, college education for the children, or just enjoying life without worrying about every little expense. (None of our financial planning clients are part of any investment effort. That would be a conflict and we stringently avoid any conflicts or appearance of conflict.) You may think that you cannot do anything about your expenses, debt, or income, but that is usually not the case. Almost always there's a path forward, but when you're buried in the middle of the storm it can be hard to see the shoreline. Our function is to create the plan so that you can work your way in the direction of the shore and eventually get to dry land. To say it another way, we want to help you reach your financial goals. The first thing is to identify those goals. Sometimes that will take time to identify and refine. That's OK, because we have developed patience from decades of experience.
Let us help you.
For Investing, we believe that the true economic value of every asset and business is realized over the long term. Often that means holding an investment for years. Our capital, along with our many decades of experience and patience, will often be the difference between success and failure for any business. You may hear us referred to as Angel investor as we come in and help the entrepreneur grow their business through our capital very early in the life of the business.
Our Financial Planning efforts are to build a pathway so our clients can reach their financial goals...whether that is an early retirement, college education for the children, or just enjoying life without worrying about every little expense. (None of our financial planning clients are part of any investment effort. That would be a conflict and we stringently avoid any conflicts or appearance of conflict.) You may think that you cannot do anything about your expenses, debt, or income, but that is usually not the case. Almost always there's a path forward, but when you're buried in the middle of the storm it can be hard to see the shoreline. Our function is to create the plan so that you can work your way in the direction of the shore and eventually get to dry land. To say it another way, we want to help you reach your financial goals. The first thing is to identify those goals. Sometimes that will take time to identify and refine. That's OK, because we have developed patience from decades of experience.
Let us help you.
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Capital infusions for businesses...
Financial planning for individuals... Tidewater does both. |
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The Details
First, we manage multiple Alternative Asset Classes, including:
Second, we are a Fee-Only Financial Planning Business.
In addition to being a private investment business, we also help clients as a unbiased fee-only financial planner. The years working with entrepreneurs and a few friends, allowed us to understand just how important a good financial plan would be. As fee-only advisors, all potential conflicts of interest regarding compensation are removed as we do not accept commissions, referral fees, or anything similar. We offer financial planning services to anyone, without regard to any protected class, such as, race, religion, affiliations, and so forth.
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, Innovation, and Diversity guide us in every transaction.
First, we manage multiple Alternative Asset Classes, including:
- Private Equity - from very early stage pre-seed Angel funding opportunities to more mature Venture Capital funding.
- Real Estate - primarily industrial warehouses, distribution centers, and multi-family apartments.
- Venture Credit and Debt - we utilize revolving lines of credit, product royalty investments, or straight venture debt.
Second, we are a Fee-Only Financial Planning Business.
In addition to being a private investment business, we also help clients as a unbiased fee-only financial planner. The years working with entrepreneurs and a few friends, allowed us to understand just how important a good financial plan would be. As fee-only advisors, all potential conflicts of interest regarding compensation are removed as we do not accept commissions, referral fees, or anything similar. We offer financial planning services to anyone, without regard to any protected class, such as, race, religion, affiliations, and so forth.
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, Innovation, and Diversity guide us in every transaction.
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Due to the volume of requests, we only respond to business requests. After reviewing our Equity Investments Criteria, please send your pitch document, an executive summary, and the past 12 months of financials, via email to info@tidewaterservices.net and use the subject line of "Tidewater Inquiry" (so our spam filters will allow it to pass). If the idea has merit to us, we will very quickly be in touch.
By mail, please send all written inquiries to: Tidewater Capital Services, LLC 15080 Idlewild Rd, Suite F Matthews NC 28104 |
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