Our Story
While Katie and Michael count more than two decades of career experience between them, what solidifies their team approach is a joint focus on providing specialized service to their clients. In 2010, they officially joined forces within the infrastructure of a corporate entity. Both partners realized that they, for different reasons, shared a common interest in the unique financial paths of physicians. Michael’s wife and Katie’s father-in-law are physicians, and multiple family members are in the medical profession. This perspective of understanding the path of a medical student to physician came with the knowledge that there exists a distinct demand to educate and assist doctors in a way that is tailored to fit their needs.
Expanding on this view of tailored planning, Katie and Michael soon realized the importance of a fiduciary relationship between their clients and themselves. Each client deserves a holistic approach for his or her needs. This became increasingly difficult within the confines of a system operating on the suitability standard. Our founding partners wanted more for their clients. With much deliberation and thoughtful consideration, the idea of Tidehaven Wealth crystallized.
Tidehaven Wealth is a fully independent Registered Investment Advisor of South Carolina, which indicates that Katie and Michael have promised to maintain a fiduciary duty to their clients. They must provide investment advice that is in accordance with the best interest of their clients.
With this independence comes more ability to cultivate client relationships. Because Tidehaven Wealth focuses on and appreciates the worth of actual relationships, Katie and Michael are unhindered in their ability to be fully present with their clients. Whether they are giving formal lectures to medical students in the Lowcountry or Upstate, educating residents or fellows in training, or covering the details of an existing client’s plan, they are available.