Tidepool Wealth Strategies

Financial Services • Eugene, Oregon, United States • 1-10 Employees

Company overview

Headquarters	450 Country Club Road, Suite 350, Eugene, OR 97401, US
Websites	tidepoolwealth.com ceterawealth.com
NAICS	52
Keywords	Investment Advice, Wealth Management, 403(B), Retirement Planning, Life Insurance, Financial Planning, 401(K), Retirement Plans
Founded	2023
Employees	1-10
Socials

Key Contact at Tidepool Wealth Strategies

James Menezes

President, Senior Wealth Manager | Tidepool Wealth Strategies

Tidepool Wealth Strategies Email Formats

Tidepool Wealth Strategies uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@tidepoolwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@tidepoolwealth.com	100%

About Tidepool Wealth Strategies

At Tidepool Wealth Strategies, we help people close to retirement plan with clarity and confidence. Retirement is one of life’s biggest transitions, and our mission is simple: make the financial side less overwhelming so you can focus on what matters most. We work with professionals in their 50s and 60s (and beyond) who want: • A clear retirement income plan that fits their lifestyle • Tax-smart strategies to reduce lifetime taxes • Guidance on Social Security, Medicare, and investment decisions • Confidence that their plan will adapt to life’s changes Our approach is straightforward and personalized: no jargon, no cookie-cutter solutions. Whether you’re a responsible saver nearing retirement or a small business owner looking to optimize benefits, we’re here to help you align your money with your life. Let’s simplify the complex and build a plan that works for your goals today and tomorrow. ------------------------------------------------------------------------------------- Securities are offered through Cetera Wealth Services LLC, a broker-dealer and member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Tidepool Wealth Strategies revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Tidepool Wealth Strategies has never raised funding before.

Tidepool Wealth Strategies Tech Stack

Discover the technologies and tools that power Tidepool Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

Tidepool Wealth Strategies is located in Eugene, Oregon, US.

Tidepool Wealth Strategies was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Tidepool Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Tidepool Wealth Strategies

James Menezes

President, Senior Wealth Manager | Tidepool Wealth Strategies

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