Tidewater Wealth Management | New Haven & West Hartford, CT

Turning the Tide

As seasoned financial advisors, we have seen a lot of change throughout our careers. While many of those changes were positive, we missed having the time to really get to know and understand our clients, their families, and their needs, and we wanted more flexibility and solutions to address their unique goals. So, we founded Tidewater Wealth Management to allow us to deliver the personalized service and attention our clients deserve.

Getting to Know Our Team

Our team brings a wealth of experience and knowledge to each client engagement. Collectively, we have helped clients accomplish a variety of financial goals and overcome challenges. We work collaboratively to build a strategy tailored to each client’s needs and remain engaged and nimble to adjust as those needs change over time.

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Your Advisory Team

Bill McDonald, CFP^®

Partner, Sr. Wealth Management Advisor

18609650710

Tim O'Shea

Partner, Sr. Wealth Management Advisor

18602996754

David Wheatley, CLU^®, ChFC^®

Partner, Sr. Wealth Management Advisor

19178875671

Brianna Lane

Client Relationship Manager

Lisa Duarte

Administrative Assistant

Business Support

As an Investment Adviser Representative (IAR), Tidewater Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.