Tuckfield & Associates

Tide Crest Wealth Management Inc is a financial services company located in Newport Beach, CA. They offer a wide range of services, including retirement planning, investment services, tax, insurance, and wealth management. The company has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Tide Crest Wealth Management Inc is a trusted advisor for many clients in the Newport Beach area.

Adam is a trusted advisor to a diverse group of individuals, families and business owners. Current clients include, accountants, attorney's, business executives/owners, pre/post retirees and many others. Adam also specializes in providing advice to individuals in the entertainment industry, including successful songwriters, artists/musicians/producers and executives.

As a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), my objective is to develop long-term financial advisory relationships that are unique to each and every client. Through the financial planning process - we help clients create and grow, protect and preserve, and plan for the transfer and distribution of their wealth. The steps in the financial planning process are to: (1) determine client goals and objectives; (2) gather pertinent data; (3) process and analyze this data to determine financial status; (4) develop and recommend a specific, comprehensive plan; (5) implement this tailor-made plan; and (6) monitor the plan over time and make adjustments as necessary.