Real Experience.
Clear Financial Plans.
Peace of Mind.
Tidewater Capital's business is creating financial plans for families, individuals, and small business owners. Just like an architect who designs a building from the foundation to the roof, Tidewater also designs your financial foundation. Tidewater helps families and individuals navigate the complex world of estate planning, investing, and building the foundation for the next generation.
Our Core Financial Expertise:
I'm Lee West. At the heart of what I do is building relationships. I 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 their friends to me when they know someone who wants peace of mind about their financial future.
Relax and let Tidewater prepare your financial foundation.
Our Core Financial Expertise:
- Strategic Saving and Investing: Building a resilient wealth foundation.
- Retirement and Legacy Planning: Ensuring peace of mind for the next generation.
- Tax Management and Asset Protection: Safeguarding what you have built.
- Charitable Giving: Aligning your wealth with your values.
I'm Lee West. At the heart of what I do is building relationships. I 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 their friends to me when they know someone who wants peace of mind about their financial future.
Relax and let Tidewater prepare your financial foundation.
Testimonials
Marie and Paul G - Retired Couple
"Lee is one of the best, most knowledgeable people we've ever met. He listened to us, understood our goals in life, and gave us the path forward to secure in our financial decisions. Don't bother with anyone else!"
"Lee is one of the best, most knowledgeable people we've ever met. He listened to us, understood our goals in life, and gave us the path forward to secure in our financial decisions. Don't bother with anyone else!"
Joe and Michele M - Small Business Owners
"We have used Lee as a resource for a few years and he's never left us wondering. He completely understands everything about the financial world, insurance, trusts, wills, all of it. And he explains it so we can understand it all. He actually listens to the client! Trust me, that's a rare trait."
"We have used Lee as a resource for a few years and he's never left us wondering. He completely understands everything about the financial world, insurance, trusts, wills, all of it. And he explains it so we can understand it all. He actually listens to the client! Trust me, that's a rare trait."
Russell and Sandy K - Building A Family
"This guy is amazing. Our knowledge about finances and the financial world is getting better every time we talk. We now understand the in's and out's of the market as well as the importance of having a Trust and a Will!"
"This guy is amazing. Our knowledge about finances and the financial world is getting better every time we talk. We now understand the in's and out's of the market as well as the importance of having a Trust and a Will!"
Lee West
Hi, I'm Lee West, founder and principal advisor at Tidewater. With over forty years of financial experience, my expertise is wide and varied, and include financial planning, business evaluations, real estate investments, and strong public equity returns. Also, I have acted as a fractional family office for a few select friends over the years. I love what I do and I'm happy to build a financial plan for yourself and your family.
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We welcome inquiries from individuals, families, and small business owners looking for dedicated financial architecture. To expore working together, please reach out via our Contact page. We will be in touch quickly. |
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