The team at Tidecrest has been amazing. We have been very pleased with their service and attention to detail. We really appreciated that they put in the time up front to understand our needs and then walked through a plan while helping us think through points we hadn’t even considered. They also have been very responsive when we have questions or want to talk through upcoming decisions. Whenever we meet with them, I feel confident they are interested in our success.

We have been clients of Tidecrest Wealth Management for some time now and couldn't be more impressed with their level of service and expertise. What sets them apart is the trust they build; they are highly sophisticated and professional, yet always accessible. While there are times where things are quiet, having them in our corner when a major life event or financial decision arises is invaluable.

I've been a client of Tidecrest for years and have been so pleased with their service. I've specifically worked with Dave and Troy and have been so impressed with their knowledge and understanding of their industry. They communicate clearly, are trustworthy, and really take care of their clients. I would absolutely recommend them to friends and family.

I’ve been a client of the Tidecrest team for more than two decades, and the consistency of service has been remarkable. From early career uncertainty to much more complex financial decisions later in life, the guidance has always been calm, thoughtful, and grounded in a deep understanding of my goals.

What I value most is the trust and accessibility. Questions are welcomed, conversations are clear, and decisions are approached with care and perspective. There is a level of professionalism and sophistication that makes even complicated situations feel manageable.

Over time, this relationship has become one I genuinely rely on—not just for expertise, but for sound judgment and integrity. Tidecrest has been a steady presence through change, and I’m grateful for the long-term partnership.

I've been with Tidecrest Wealth Management and I have been treated with the utmost professionalism. The staff members are exceptional, they are responsible, return phone calls in a timely manner, and they care about me professionally and personally. I couldn't be happier with the service and advice I receive. The monthly video's I receive are informative and appreciated. Thank you for all your help. I don't feel I have to worry about my account.

My experience with the team at Tidecrest Wealth Management has been outstanding. Their integrity and competence provide me with the confidence that they have my best interest in mind. I truly appreciate that they genuinely care. I would recommend Tidecrest Wealth Management with no hesitation.

Fourteen years ago we had survived decades of self managed retirement funds and had surprisingly been able to accumulate a moderate nest egg. In that time we had learned two things: 1. We were lucky and 2. I despised managing it. Retirement came 15 years ago with many decades ahead of us. Enter Dave Wagner, and what is now, Tidecrest. We have never regretted our decision to be part of his professional, personal, knowledgeable and selfless approach to guide us through the quagmire of investing. He always listened, asked the right questions and designed a plan which met our risk levels, goals and aspirations. He never has pushed a position in which we were not ready to listen to. He is the managing team for you, at the level you expect and demand of a true professional. We sleep at night very well knowing we don't have to do what he does best. Thank you Tidecrest team!

I’ve had a great experience with Tidecrest Wealth Management and couldn’t be happier. The team is knowledgeable, easy to reach, and genuinely cares about doing what’s best for their clients. They’re responsive, thorough, and really take the time to understand your situation. Everything is explained clearly, I always feel like I’m in good hands, and I trust their guidance completely. Highly recommend.

The Tidecrest Wealth Management team provides an exceptional level of service. They are knowledgeable, attentive, and always available when I need support. What truly sets them apart is how personal and patient they are—they take the time to explain things clearly and make sure I feel comfortable and informed. They consistently follow up and check in to see if I need help, which makes me feel genuinely cared for. I have complete confidence that they are looking out for me and truly have my best interests at heart.

The team at Tidecrest Wealth Management is so great. I would recommend them to anyone. They are so thorough, and are fantastic communicators. They made what could be a complicated onboarding process very easy and stress-free. They go out of their way to make time for me and cater a financial plan specific to my family’s needs. Dave is able to explain very complicated financial and economic principles in the simplest terms. I genuinely look forward to meeting with these guys as I know I am going to learn something new each time.

Tidecrest Management Group are trusted advisors who have proactively helped us with our estate planning to reach our retirement goals. They are very responsive and we value their expert guidance. David and the crew have been available for whatever questions we've had and are willing to help the whole family. We would highly recommend Tidecrest!

We've been extremely pleased with Tidecrest. They have been responsive to all our questions and needs, calling us to personally help with transactions and follow up on details specific to our situation. The team is both knowledgeable and caring. Couldn't be happier as a Tidecrest client.

Tidecrest Wealth Management is exceptional. From our very first meeting, their team made me feel confident, informed, and genuinely cared for. They took the time to understand my financial goals, family, and long-term vision. Their guidance is thoughtful, clear, and strategic — not cookie-cutter.

What really stands out is their integrity and communication. I always know where things stand, why decisions are being made, and how they fit into the bigger picture. It’s rare to find a firm that combines high-level financial expertise with such a personal, relationship-driven approach. I highly recommend their services!