When you’re searching for a trusted financial advisor in New Haven, CT or the greater Connecticut area, who you work with matters as much as the plan itself. At Tidewater Wealth Management, our team of certified retirement financial advisors brings decades of combined experience in wealth management, retirement planning, and comprehensive financial guidance. We believe that sound financial planning is built on expertise, trust, and a deep understanding of where you want your life to go — not just your portfolio.

Wealth Advisors

David Wheatley, CLU®, ChFC®

Partner, Senior Wealth Advisor

More About David

Bill McDonald, CFP®

Partner, Senior Wealth Advisor

More About Bill

Tim O’Shea

Partner, Senior Wealth Advisor

More About Tim

Business Support

Brianna Lane

Client Relationship Manager

Lisa Duarte

Administrative Assistant

Tidewater Wealth Management

New Haven & West Hartford, CT

Contact

Office: (203) 741-8514

10 North Main Street
Ste 207 West Hartford, CT 06107

info@tidewaterwealth.com

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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.