Providing clients with a first-class wealth management experience requires a strong team. At Tidewater Wealth Advisors and Tidewater Fiduciary, we believe in focusing on our core competencies—Stewardship, Preservation and Legacy. We have carefully chosen partners who are experts in their respective fields to deliver institutional quality products and capabilities offered by much larger institutions with the flexibility, responsiveness and a personal level of service found in a small organization. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.

Netherby Advisors LLC is exclusively focused on the wealth management market. They provide wealth managers with the strategic guidance and operational solutions to drive sustainable growth.

AdvisorWorks™ is a fully integrated front office wealth management platform, empowering advisors with the tools to manage their operations more efficiently, compete more effectively, and consistently exceed client expectations. By delivering the capabilities of the premier wealth management houses to independent wealth management groups, AdvisorWorks™ places the power of integrated workflow solutions onto each advisor’s desktop.

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Tidewater Wealth Advisors LLC and Tidewater Fiduciary Company LLC. Our relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional’s investment strategies are supported by extensive academic research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.