Financial Advisors
We provide specialized support that enhances your work and helps clients understand the long term impact of their choices. Our goal is to serve as a steady financial resource throughout every case.
Our Role: A CDFA Partner, Not a Competitor
With over 22 years in wealth management and advanced CDFA® credentials, we bring clarity to the intersection of law, taxes, and financial strategy.
Our guiding principle is simple:
Your clients are your clients.
When you partner with us, we act as an extension of your team, never a replacement — providing analysis, modeling, and guidance to strengthen the advice you already deliver.
How We Support Advisors
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Pre-Divorce Analysis: Identify potential tax, cash flow, liquidity, and estate issues early.
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Settlement Strategy Support: Evaluate proposed divisions for fairness and sustainability.
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Post-Divorce Transition: Ensure smooth implementation of asset division, retitling, and re-integration into your planning process.
Why Partner With Tidal Pointe
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Deep expertise in both financial planning and divorce financial analysis
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Transparent, non-competitive collaboration
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Enhanced client trust and retention during life transitions
What we do...
At Tidal Pointe Advisors, we partner with divorce professionals to bring financial clarity into the process.
We add clarity and structure to complex financial decisions.
We offer objective analysis, detailed planning, and easy to understand guidance. This helps clients make informed choices that support fair and sustainable outcomes.
How we do it...
We collaborate with the full team of professionals who support each client.
Our work aligns with:
• Attorneys, CPAs, & Mediators
• Estate planning attorneys, Realtors, & Mortgage Professionals
• Mental and spiritual health providers
Why this helps...
Working as a unified team leads to better results for everyone involved.
Clients experience less confusion and stress, and professionals gain a clearer and more efficient process. Together, we help families move forward with confidence, stability, and peace of mind.
Meet Jeremy
THE FINANCIAL ADVISOR PARTNERSHIP
Jeremy is a dedicated financial advisor who had been guiding a long time client through retirement planning. When the client unexpectedly entered divorce, the financial pieces became far more complex. Jeremy knew his client needed specialized support beyond traditional planning, and he wanted to ensure nothing was overlooked. Unfortunately, it all too common for legal decisions to be made without the involvement of the advisor that put solutions and strategies into place, often leading to unanticipated consequences.
WHAT WE DID:
We partnered with Jeremy to analyze every account, pension, and investment affected by the divorce. We created clear settlement scenarios that showed long term income needs, tax impact, and how the division of assets would influence retirement security. We also prepared simple projections Jeremy could use in his ongoing planning once the divorce was finalized.
RESULT:
With our support, Jeremy’s client moved through the divorce with clarity instead of confusion. Jeremy felt confident that the financial details were handled correctly, and he could continue guiding his client with a solid post divorce plan. The transition was smoother, and the client stayed anchored to long term goals.
TAKEAWAY:
When financial advisors and CDFAs collaborate, clients gain stability, planners gain clarity, and long term strategies stay intact even through major life changes.