What We Think...
A Little About Me...
Lee West, Founder & C.E.O.
Lee West is an experienced leader who is adept at synthesizing complex information and formulating strategies to capitalize on business opportunities. Mr. West began offering financial planning services to a few clients some time ago. These people initially reached out to Mr. West for guidance, knowledge, and a financial plan for their families.
With over forty years of financial experience, Mr. West is happy to build a financial plan for yourself and your family. His broad areas of expertise is wide and varied, and include financial planning, business financing, pre-seed and seed capital investing, business evaluations, real estate investments, and strong public equity returns. Also, Mr. West has acted as a fractional family office for a few select friends over the years.
After college at Louisiana State University, Mr. West began working extensively with his family in the real estate business, carefully developing the strategies that have now proved so successful. The real estate business specialized in small warehouses and multi-family apartments. After the family members retired, he spent the next several years in various roles of increasing responsibility for several large corporations and earned several technical certifications, such as the Microsoft Certified Systems Engineer (MCSE), Microsoft Certified Teacher (MCT), as well as an Oracle Database Administrator (Oracle DBA) certificate.
Mr. West has held senior leadership positions at a variety of companies including Pitney Bowes, Concord Communications, and CA Technology, where he culminated his corporate path as a Senior Vice President of Education. Mr. West had the opportunity to travel nationwide as well as worldwide (5 continents), teaching various enterprise level software packages and was able to experience multiple, very diverse cultures. He is uniquely adept at understanding how different cultures can have a synergistic impact at many different levels within an organization.
In early 2012, Mr. West founded Tidewater Capital Services. What 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, he has been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises.
Along the way, many friends recognized his unique ability to explain complex financial concepts and began to ask him to create a family financial plan. He now offers financial planning services and is happy to help individuals build a secure future.
By bringing several years of business experience to bear, Mr. West has demonstrated management and operating experience in all facets of investing, including:
With over forty years of financial experience, Mr. West is happy to build a financial plan for yourself and your family. His broad areas of expertise is wide and varied, and include financial planning, business financing, pre-seed and seed capital investing, business evaluations, real estate investments, and strong public equity returns. Also, Mr. West has acted as a fractional family office for a few select friends over the years.
After college at Louisiana State University, Mr. West began working extensively with his family in the real estate business, carefully developing the strategies that have now proved so successful. The real estate business specialized in small warehouses and multi-family apartments. After the family members retired, he spent the next several years in various roles of increasing responsibility for several large corporations and earned several technical certifications, such as the Microsoft Certified Systems Engineer (MCSE), Microsoft Certified Teacher (MCT), as well as an Oracle Database Administrator (Oracle DBA) certificate.
Mr. West has held senior leadership positions at a variety of companies including Pitney Bowes, Concord Communications, and CA Technology, where he culminated his corporate path as a Senior Vice President of Education. Mr. West had the opportunity to travel nationwide as well as worldwide (5 continents), teaching various enterprise level software packages and was able to experience multiple, very diverse cultures. He is uniquely adept at understanding how different cultures can have a synergistic impact at many different levels within an organization.
In early 2012, Mr. West founded Tidewater Capital Services. What 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, he has been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises.
Along the way, many friends recognized his unique ability to explain complex financial concepts and began to ask him to create a family financial plan. He now offers financial planning services and is happy to help individuals build a secure future.
By bringing several years of business experience to bear, Mr. West has demonstrated management and operating experience in all facets of investing, including:
- Understanding families and their financial needs and building a stable and comprehensive financial plan to help them achieve their lifelong goals and dreams.
- Identifying angel investment opportunities in promising businesses
- Identifying outstanding entrepreneurs who have amazing ideas
- Identifying & negotiating strategic joint ventures with development & financial partners
- Overseeing the management of both capital & physical assets
- Developing management plans & executing those plans
- Assessing proper timing to divest of assets & developing appropriate exit strategies
This is strictly an informational website and does not constitute an offer nor a contract. Tidewater is a private business and does not purport to, and does not, in any fashion, provide tax, legal, investment, accounting, or broker/dealer advice or any advice regarding any regulated services. Tidewater only provides non-specific financial guidance, general financial education, and financial wellness coaching. 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 or business 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.