Tidehaven Wealth

Tidehaven Wealth is a financial planner in Mount Pleasant, SC, serving individuals and families with personalized wealth management strategies. The firm specializes in fee-based financial planning, offering services tailored to the unique financial journeys of physicians and medical professionals, including guidance on student loan management, residency compensation planning, and long-term wealth preservation. Founded by Michael Grueneberger and Katie, the firm operates as an independent Registered Investment Advisor registered with the Securities and Exchange Commission, ensuring a fiduciary duty to clients. With a strong emphasis on education, Michael has delivered financial literacy programs to medical students and residents at the Medical University of SC and the University of SC School of Medicine. The firm maintains a 5.00 rating based on one verified review, reflecting client satisfaction with its dedicated, client-first approach.

Tidehaven Wealth was formed with a clear mission: to provide holistic, fiduciary-driven financial planning that goes beyond standard suitability standards. The firm’s founders, Michael and Katie, bring over two decades of combined experience, with a shared focus on supporting medical professionals throughout their career lifecycle, from medical school through retirement. Their approach emphasizes long-term security, financial literacy, and customized solutions designed to navigate the complex financial demands of the medical profession. The firm’s name reflects its core philosophy: creating a secure refuge amid life’s unpredictable financial tides, particularly for those in high-stress, high-earning professions.

Located at 238 Mathis Ferry Road, Suite 104 in Mount Pleasant, SC, Tidehaven Wealth sits within a commercial corridor that serves the broader Lowcountry community. The office is situated in a professional business center, accessible from major local routes, and serves clients throughout the region.

The firm stands out for its thorough, well-documented presence online and a website that search engines interpret clearly, enhancing its visibility and accessibility. This strong digital foundation ensures that clients and prospects can easily find accurate, detailed information about services, team members, and the firm’s fiduciary commitment.

As a trusted financial partner in Mount Pleasant, Tidehaven Wealth provides expert guidance to medical professionals navigating complex financial milestones, helping them build lasting financial resilience in a dynamic environment.

Services:

• Fee-based financial planning
• Independent advisory services