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Why Biotech Executives in San Diego Choose Tidemark

Over the past 15 years, we have concentrated our practice to predominantly serve corporate executives in San Diego’s life sciences industry. We assist those in emerging biotechnology, medical device, and pharmaceutical firms and their executives in making financial decisions.

Because of our in-depth understanding of this industry, we’ve learned you need much more than basic investment management advice. We advise highly compensated employees with equity ownership, concentrated or restricted stock, deferred compensation and more.

The biotechnology field has a very complex set of employee benefits. Various stock options, 401k plans and different types of incentive programs exist within an ever-changing field, full of mergers, acquisitions, pending drug testing, and innovation.

We’ve learned that, in this field, you can benefit from a personalized, long-term relationship with an advisor who knows the ins and outs of your unique career path, and how to shape and guide your financial future accordingly.

We proudly support these local biotech industry organizations

Recent Client Case Studies

professional man in his 30's
Job Transition

Joe

middle aged man
High Concentration Risk

Scott

late 50's woman
Nearing Retirement

Emily

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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045