Tidewater Financial

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Tidewater Financial Wealth Advisors that specialize in tax-free municipal bonds and long-term growth.

Discover how we can help you navigate the world of investments with expertise and personalized service.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/16/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Retirement may change your perception of investment risk.
10/15/2026

Retirement may change your perception of investment risk.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/12/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Check out this video on taxes.
10/08/2026

Check out this video on taxes.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

The question everyone has: Will Social Security be around for you? Read this.
10/07/2026

The question everyone has: Will Social Security be around for you? Read this.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/05/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
10/02/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/01/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/30/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Discover the top financial advisor in Encinitas. Tidewater Financial offers expert wealth management, retirement planning, and tax-efficient investment strategies to help give you more direction and confidence managing your wealth. Contact us today!

Address

849 2nd
San Diego, CA
92024

Opening Hours

Monday 6:30am - 5pm
Tuesday 6:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 8am - 5pm
Friday 6:30am - 5pm

Telephone

+18587042010

Website

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