What We Think...
A Little About Me...
Lee West, Founder & C.E.O.
Hi, I'm Lee. I began offering financial planning services to a few friends some time ago. They recognized my unique ability to explain complex financial concepts and they began asking me to create a family financial plan for them. Unlike traditional planners who rely entirely on textbooks and a certificate hanging on the wall, I developed my expertise through decades of real-world investing my own capital and navigating complex market cycles.
After college at Louisiana State University, I began working extensively with my family in the real estate business, carefully developing the strategies that have now proved so successful. After the family members retired, I 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.
I have held senior leadership positions at a variety of companies including Pitney Bowes, Concord Communications, and CA Technology, where I culminated my corporate path as a Senior Vice President of Education. I have 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.
In early 2012, I founded Tidewater Capital Services as 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, I have been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises.
Subsequently, a few friends came to me years ago and asked if I could help them understand the financial world. After creating my trust, will, durable power of attorney, and all the rest, I understood what many people didn't. It can quickly become very confusing and overwhelming. To me, its just like breathing. I understand everything necessary to help my clients become financially happy, and ready for the next phase of life. Please allow me to help you too.
After college at Louisiana State University, I began working extensively with my family in the real estate business, carefully developing the strategies that have now proved so successful. After the family members retired, I 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.
I have held senior leadership positions at a variety of companies including Pitney Bowes, Concord Communications, and CA Technology, where I culminated my corporate path as a Senior Vice President of Education. I have 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.
In early 2012, I founded Tidewater Capital Services as 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, I have been able to help many entrepreneurs carefully grow their businesses into sustainable enterprises.
Subsequently, a few friends came to me years ago and asked if I could help them understand the financial world. After creating my trust, will, durable power of attorney, and all the rest, I understood what many people didn't. It can quickly become very confusing and overwhelming. To me, its just like breathing. I understand everything necessary to help my clients become financially happy, and ready for the next phase of life. Please allow me to help you too.
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.