Empowering a brighter financial future, one relationship at a time
Who We Are
At Tidwell Wealth Management, we understand that achieving financial comfort, mitigating taxes, taking care of family, planning for a secure retirement, making sure children (or grandchildren) get an education and building a legacy are all extremely important. However, many of us feel unprepared and ill-equipped to deal with all of these goals in a coordinated, knowledgeable way. That's where we come in. Our comprehensive advisory process is designed to uncover what is most important to you, personally and financially, in order to give you the best possible solutions.
As a partner in the firm and an expert in investment solutions for small businesses and business owners, Mike Wells is dedicated to helping clients achieve their financial goals. With a deep understanding of the financial industry, Mike is committed to delivering a personalized and tailored approach to each client's unique situation.
How We Work
Our approach begins with a thorough understanding of your financial goals, risk tolerance, and values. We take the time to get to know you, your family, and your financial position, in order to develop a comprehensive plan that aligns with your goals and aspirations. We believe that a well-planned financial strategy is critical to achieving financial freedom and security.
At Tidwell Wealth Management, we offer a wide range of services designed to help you achieve your financial goals. Our services include wealth management, tax preparation and planning, personal financial planning, estate and tax planning, corporate retirement solutions, and more. We take a holistic approach to financial planning, considering all aspects of your financial life, from investments and taxes to estate planning and retirement planning.
Benefits of Working with Us
When you work with us, you can expect personalized attention, expert guidance, and a comprehensive approach to financial planning. We take the time to understand your specific goals and objectives, and develop a custom-tailored plan designed to help you achieve financial freedom and security. Our goal is to build long-lasting relationships with our clients, providing guidance and support every step of the way.
Meet Our Team
Mike Wells, Partner and Investment Adviser Representative
As a partner in the firm, Mike is dedicated to delivering exceptional client service and expert investment solutions. With a deep understanding of the financial industry, Mike is committed to helping clients achieve their financial goals.
Expertise
With expertise in investment solutions for small businesses and business owners, Mike brings a unique perspective to the firm. His extensive knowledge of the financial industry and his passion for helping clients achieve their financial goals make him an invaluable asset to our team.
Excellent Service and Expertise
The reviews for Tidwell & Associates are overwhelmingly positive, with all but one reviewer giving the firm a 5-star rating. Many reviewers praise the firm's expertise, professionalism, and exceptional service.
Personalized Attention
Reviewers highlight the personalized attention and dedication of the firm's staff, particularly Mike Wells and Ivan Tidwell. Mike spent over an hour discussing tax issues with one client and provided clear explanations to ensure understanding. Ivan alleviated a client's concerns and recommended a more cost-effective way to prepare taxes.
Exceptional Communication
Reviewers commend the firm for their exceptional communication skills. One client was impressed by the staff's friendly and welcoming demeanor, and another appreciated the proactive reminder about the impending tax deadline.
Professionalism and Knowledge
Reviewers consistently praise the firm's professionalism, knowledge, and expertise. They appreciate the firm's ability to simplify complex tax concepts and provide clear explanations. One client noted that Mike Wells' knowledge and preparedness left him with a clear plan to move forward.
Consistency and Reliability
Reviewers appreciate the firm's consistency and reliability, with one client stating that they have worked with the firm for over 8 years and consistently receive excellent service. Another client mentioned that the firm has successfully navigated an IRS audit.
Negative Review
Unfortunately, one reviewer had a poor experience, citing "unprofessional and untrustworthy" service. However, this negative review is an outlier among the predominantly glowing reviews.
