Tidewater Financial

Tidewater Financial, based in Encinitas, CA, offers over 55 years of expertise in wealth management, specializing in tax-free municipal bonds. Our skilled team provides comprehensive investment services, focusing on tax-exempt income, portfolio management, and retirement planning. We cater to High-Net-Worth individuals, corporations, non-profits, governmental entities, banks, and insurance companies. Known for our deep knowledge in fixed income investments, we stay ahead of market trends to provide up-to-date financial insights. We collaborate with Fidelity Institutional® and National Financial Services LLC (NFS) for asset custody and clearing, ensuring security and reliability for our clients. Our personalized approach is tailored to each client's unique needs, helping them achieve their financial goals with integrity and excellence. Tidewater Financial is your trusted partner in navigating complex financial landscapes.