Welcome to TideRock Financial
TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans.
Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives.
TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients’ interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another.
Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.
The TideRock Difference
What makes TideRock Financial different from other financial advisory firms?
- TideRock is an independent firm; we are beholden only to our clients, not to a larger bank, insurance company or financial entity.
- Investment decisions are held to the highest fiduciary standard in the industry.
- Transparent fees are based on assets managed, not product sales or trading commissions.
- No conflicts of interests in selecting client investments.
- We do not sell annuities or other commission-based investment products.
- Access to institutional-level funds and alternative investments.