What We Think...
A Little About Me...
Hi, I'm Lee, the Founder and C.E.O. of Tidewater Capital Services, an Angel and Real Estate Investment, and Financial Planning business. After college, (Louisiana State University - go tigers!) I worked extensively with my family in various real estate entities and businesses, developing the strategies that would prove so successful later in life. After the family members retired, I spent the next several years, in various roles of increasing responsibility for large corporations and subsequently started a number of successful businesses.
I founded Tidewater Capital Services in early 2012. While we started as just a real estate investment business, it quickly became apparent that many small businesses needed capital to grow and often asked for business guidance. By offering funding as an Angel investor, and providing business knowledge gained from 40 years of experience, we have been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises. We know there are no shortcuts to success, but a well thought-out business plan, along with an appropriate infusion of capital, has allowed many founders to become successful. I am an accredited investor within the definition of Rule 501(a) of Regulation D under the Securities Act of 1933, as amended.
Because of overwhelming requests, I have created a Fee-Only Financial Planning service that seeks to help our clients and friends achieve financial peace of mind. I didn't realize it at the time, but the years working with entrepreneurs and friends, allowed me to understand just how important a good financial plan would be. I take a patient, personal approach with all of my clients to ensure they are comfortable with their plan. I started this business to help people get their financial lives in order, to plan for the future, for retirement, for children's education, and especially to help people not get taken in by unscrupulous stock brokers, life insurance salesmen, and other fast talking types. Despite what they will usually tell you, your financial future rarely requires anything solely from their bag of tricks. Another insurance policy or another mutual fund is not the end all to financial planning. My own sister was taken in by an untrustworthy banker many years ago. She was an uninformed financial person, even though she had a PhD. She was duped and my job is to not let that happen to any client of mine. With over 35 years of working with people and their finances I believe I'm uniquely qualified to help plan your financial life.
As a financial planner, we are fiduciaries, and work solely for our clients best interests, never taking commissions, referral fees, or outside compensation from anyone. It will be my pleasure to speak with you and help you reach your goals.
I founded Tidewater Capital Services in early 2012. While we started as just a real estate investment business, it quickly became apparent that many small businesses needed capital to grow and often asked for business guidance. By offering funding as an Angel investor, and providing business knowledge gained from 40 years of experience, we have been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises. We know there are no shortcuts to success, but a well thought-out business plan, along with an appropriate infusion of capital, has allowed many founders to become successful. I am an accredited investor within the definition of Rule 501(a) of Regulation D under the Securities Act of 1933, as amended.
Because of overwhelming requests, I have created a Fee-Only Financial Planning service that seeks to help our clients and friends achieve financial peace of mind. I didn't realize it at the time, but the years working with entrepreneurs and friends, allowed me to understand just how important a good financial plan would be. I take a patient, personal approach with all of my clients to ensure they are comfortable with their plan. I started this business to help people get their financial lives in order, to plan for the future, for retirement, for children's education, and especially to help people not get taken in by unscrupulous stock brokers, life insurance salesmen, and other fast talking types. Despite what they will usually tell you, your financial future rarely requires anything solely from their bag of tricks. Another insurance policy or another mutual fund is not the end all to financial planning. My own sister was taken in by an untrustworthy banker many years ago. She was an uninformed financial person, even though she had a PhD. She was duped and my job is to not let that happen to any client of mine. With over 35 years of working with people and their finances I believe I'm uniquely qualified to help plan your financial life.
As a financial planner, we are fiduciaries, and work solely for our clients best interests, never taking commissions, referral fees, or outside compensation from anyone. It will be my pleasure to speak with you and help you reach your goals.
This is strictly an informational website and does not constitute an offer nor a contract. Tidewater does not purport to, and does not, in any fashion, provide tax, legal, investment, accounting, or broker/dealer advice or any related services. WE ARE NOT INVESTMENT ADVISERS AND ARE NOT ENGAGED IN ACTIVITIES THAT WOULD REQUIRE US TO REGISTER WITH THE U. S. SECURITIES AND EXCHANGE COMMISSION NOR FINRA. Accordingly, Tidewater makes no express or implied promises, commitments, guarantees, representations, or warranties with respect to any of the information provided regarding any investments, including, without limitation, any express or implied warranty of fitness for a particular purpose. We do not make recommendations regarding the appropriateness of any opportunity for any person that may invest money based on an opportunity also being considered and/or invested in by Tidewater. In no event will Tidewater be liable for any errors or omissions in contract, tort (including negligence) or otherwise, in respect of any damage, expense or other loss you may suffer arising out any reliance you may have placed upon Tidewater, its agents or employees. Tidewater will not treat users of this website as its partners, clients, customers, or investors by virtue of their accessing the website. Past performance is no guarantee of future returns.