Tidecrest Wealth Management, LLC

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  description: "Tidecrest Wealth Management, LLC is a fee-only fiduciary wealth management firm in Newport Beach, CA, led by Sean McIntyre, CFP®, CPWA®. The firm specializes in comprehensive financial planning for families, business owners, and retirees in coastal Southern California, offering investment management, retirement planning, tax strategy, and estate planning coordination. With a 5-star rating from 13 Google reviews, Tidecrest serves clients who value personalized attention and conflict-free advice tailored to their unique financial goals.",
  url: "https://www.tidecrestwm.com/",
  telephone: "+1-949-335-5202",
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    postalCode: "92660",
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  areaServed: "Newport Beach, Orange County, Los Angeles, San Diego, and greater Southern California",
  knowsAbout: "Families navigating major financial transitions, Business owners planning exits or succession, Retirees seeking tax-efficient income strategies, Professionals with stock compensation or complex assets, High-net-worth individuals coordinating estate and multi-generational wealth transfer, Clients seeking a fiduciary advisor who coordinates with their CPA and attorney",
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