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Lee West

I help people as a Financial Planner, and as an Angel Investor in their ideas. And some real estate investing too.
Charlotte, North Carolina, United States
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Profile Image for Lee West

Lee West

I help people as a Financial Planner, and as an Angel Investor in their ideas. And some real estate investing too.
Charlotte, North Carolina, United States
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Lee West is the founder and CEO of Tidewater Capital Services, a successful financial planning, private equity, and real estate investment business. After completing his degree in Biology from Louisiana State University, Lee worked with his family in various real estate businesses, gathering years of invaluable experience. Later he took on increasing roles of responsibility for various large corporations and later established a few successful businesses of his own.

He founded Tidewater Capital Services in early 2012 as a real estate investment firm, but soon realized that small businesses often need capital to flourish and guidance for growth. As an angel investor, Lee provides his clients with his 40-year experience, aiding them in developing comprehensive business plans and offering appropriate capital for growth.

Due to overwhelming inquiries, Lee established a fee-only financial planning service, which he believes provides his clients with financial security and safeguards them from dishonest bankers or brokers. With more than 40 years of experience in dealing with people and their finances, Lee believes he is uniquely positioned to make financial planning a hassle-free experience for his clients.

At Tidewater Capital Services, Lee, as a financial planner, works as a fiduciary for his clients, putting their interests before everything and taking no commission or referral fees from anyone. He aims to help his clients achieve their financial goals while planning for their future, retirement, and children's education.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.