Tidehaven Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tidehaven Wealth provides investment advisory services primarily to individual clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and educational seminars. The firm manages both discretionary and non-discretionary accounts and works with a range of investment vehicles including cash, stocks, mutual funds, bonds, and annuities.
The firm tailors advice to clients’ objectives, time horizons, and risk tolerances and employs a mix of charting, fundamental, technical, and cyclical analysis, using both long- and short-term trading strategies as appropriate. Tidehaven Wealth discloses the use of third-party service providers that incorporate artificial intelligence and performs periodic due diligence on those providers; it also recommends ongoing consultation with tax professionals.
A distinctive feature is that the firm’s principals are licensed insurance agents and may offer commissionable insurance products to clients, a practice the brochure discloses and notes clients are not required to use. The firm recently transitioned to SEC registration after its assets exceeded the SEC threshold, aggregates household assets for fee discounts, and may have limited custody arrangements via standing transfer authorizations that bring additional regulatory reporting.
Client services
Expertise
Fee options
$1,500 to $10,000 per financial planning project
0%-1.50% annually (based on asset size and complexity of services)
$150 - $250 per hour (negotiable depending on client and services)
Main office
238 Mathis Ferry Road, Unit 104
Mount Pleasant SC 29464
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas
Also doing business as
Tidehaven Wealth · Tidehaven Wealth LLC · Tidehaven Wealth, Inc. · Tidehaven Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kathryn C
CFP®, Series 66
Mount Pleasant, SC
Tidehaven Wealth, LLC
Kathryn Catalana is a CFP® with 20 years of industry experience and is currently affiliated with Tidehaven Wealth, LLC, where she has worked since 2015. She previously worked at Triad Advisors, Inc. from 2015 to 2017. Outside of her advisory role, she serves as Treasurer and Board Member at the Hobcaw Yacht Club and Treasurer of the James B. Edwards Elementary School PTO in Mount Pleasant, SC. Tidehaven Wealth provides investment advisory services primarily to individual clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies and vehicles tailored to clients’ objectives and risk tolerances, and its principals are licensed insurance agents who may offer commissionable insurance products.
Michael G
Series 63, Series 65
Mount Pleasant, SC
Tidehaven Wealth, LLC
Michael Grueneberger is a financial advisor with Tidehaven Wealth, LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Tidehaven Wealth since 2015 and previously worked at Triad Advisors, Inc. from 2015 to 2017. Outside of advisory work, he operates Financial Stewards Group LLC, which provides group health insurance and disability income commissions, and he is also an independent insurance agent servicing fixed insurance products. Tidehaven Wealth provides investment advisory services primarily to individual clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and educational seminars. The firm tailors advice to clients’ objectives and risk tolerances, employing a mix of charting, fundamental, technical, and cyclical analysis across various investment vehicles.
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