Jeff Schlotterbeck, CFP®
Financial Freedom, Made Simple
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Water Street Wealth Management
Jeff Schlotterbeck, CFP®
Tampa, FL
Serving Clients Nationwide
Financial Freedom, Made Simple
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Cryptocurrency
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Taxes
About Jeff Schlotterbeck, CFP®
Hi. I'm Jeff Schlotterbeck.At Water Street Wealth Management, my mission is to simplify your financial journey, addressing all aspects of your wealth so you can focus on what matters most to you. When we work together, you’ll receive personalized financial guidance tailored to your needs—whether you’re planning for retirement, growing your investment portfolio, or securing your legacy through estate planning.
With over 20+ years of experience, I specialize in helping individuals and families like you make informed financial decisions. My background includes working closely with high-net-worth clients on comprehensive financial planning and managing their entire investment portfolios. My approach emphasizes transparency, education, and strategic planning. At Water Street Wealth Management, I combine financial planning, tax strategies, investment management, and estate planning into a single, seamless experience, so you can be confident that every part of your financial life is managed effectively.
As a CERTIFIED FINANCIAL PLANNER™, I am dedicated to upholding the highest standards of ethics and integrity. You’ll find that my commitment to your financial well-being goes beyond numbers; I prioritize clear communication and relationships built on trust.
Outside the office, I enjoy spending time with my family, golfing, and perfecting my BBQ recipes. Whether it’s on the golf course or grilling at home, I know the importance of balance and pursuing what you love. My goal is to help you achieve that same sense of fulfillment through careful financial planning and smart investment decisions.
Professional Designations
- Certificate in Blockchain and Digital Assets
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
BBB Accredited Business
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- CFP Board
Primary Location
12191 W. Linebaugh Ave. Suite 611 Tampa, FL 33626
Additional Locations
📍 5401 W. Kennedy Blvd. Suite 100 Tampa, FL 33609
📍 28210 Paseo Drive #190 Wesley Chapel, FL 33543
📍 260 1st Ave. South St. Petersburg, FL 33701
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you. Please schedule a time to chat with the Book Intro Call link above.Offers Investment Management
Yes
About Water Street Wealth Management
Why Choose Water Street Wealth?At Water Street Wealth, I am committed to providing you with personalized financial guidance tailored specifically to your needs. Here’s why choosing me as your financial advisor can make a significant difference for you:
1. Fee-Only Structure:
As a fee-only Registered Investment Advisor headquartered in Tampa, Florida, I operate under a transparent compensation model. This means that my only source of income comes from the fees you pay for my services. I do not earn commissions from selling products, which minimizes conflicts of interest and ensures that my recommendations are always in your best interest.
2. Personalized Attention:
You are not just another client; you are an individual with distinct goals and aspirations. I take the time to understand your specific financial situation, allowing us to create a customized strategy that aligns with your objectives.
3. Extensive Expertise:
With over two decades of experience in the financial services industry, I bring a wealth of knowledge to help you navigate the complexities of investing and financial planning. My background includes roles at leading firms, equipping me with insights that benefit you directly.
4. Commitment to Your Best Interests:
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I adhere to strict ethical standards, ensuring that my recommendations prioritize your best interests. You can trust that my focus is solely on helping you achieve your financial goals.
5. Comprehensive Services:
Whether you’re planning for retirement, managing investments, or facing life changes like divorce, I offer a full range of services designed to meet your needs. My holistic approach considers all aspects of your financial life.
6. Ongoing Support and Education:
I believe in empowering you with knowledge and support. Throughout our relationship, I will provide guidance and education to help you make informed decisions about your finances, ensuring you feel confident every step of the way.
7. Independence and Flexibility:
As an independent advisor, I have the flexibility to tailor solutions specifically for you without any corporate constraints. This allows me to focus entirely on building a trusting relationship based on integrity and transparency.
Choosing Water Street Wealth means choosing a dedicated partner who is genuinely invested in your financial well-being. Let’s work together to create a brighter future for you and your family.
Education
University of South Florida, B.S., Marketing and Finance
Volunteer Experience
I am an active supporter of Junior Achievement in the Tampa Bay area, mentoring and teaching students at Westchase Elementary School the fundamentals of saving money and the importance of budgeting for different goals. I also serve as the Treasurer for the Rotary Club - Tampa Westchase.
Badges
Hobbies and Interests
- Baseball
- Basketball
- Beach
- Boating
- Golf
- Pickleball
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Content Creators
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- Divorce
- Dual Income Family
- Engineers
- Families
- Healthcare Professionals
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Sales Professionals
- Single Women
- Technology Professionals
- Widow
- Women Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 20, 2025
Jeff is extremely thorough, trustworthy and knowledgeable. He is always available and willing to explain any questions I have. I highly recommend working with Jeff and Water Street Wealth Management.
Relationship to Financial Advisor: Professional Relationship
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
Jeff Schlotterbeck at Water Street Wealth Management is a true professional. He takes the time to understand your financial goals and provides clear, strategic guidance to help you stay on the right path. His expertise and personalized approach make navigating financial decisions much easier. Highly recommend for anyone looking for a knowledgeable and trustworthy financial advisor!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
Jeff is super knowledgeable and approachable, great qualities to have when dealing with personal finances!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
I personally know Jeff for years.
He is an awesome individual with a wealth of knowledge about investing. He is consistent and an expert about building wealth. His approach and process is very effective and he explains it very well. The main thing is that what Jeff does works! You can trust him! Thank you!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2025
I have been working with Jeff for almost a year and would highly recommend him to anyone looking for hands-on, personalized financial and investment planning. Jeff is highly knowledgeable, extremely responsive, and very trustworthy. I sleep comfortably at night knowing that Jeff is helping me and my family secure our financial future.
Relationship to Financial Advisor: Client as of Jan 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2025
I recently sold my business and a building that we owned for the business. I really appreciated Jeff's advice and support on my next steps. It has been absolutely one of the best things I have done with the profits of that sale.
Relationship to Financial Advisor: Client as of Jan 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 14, 2025
I have been working with Jeff for the past several years and could not be more satisfied with the level of service, expertise, and advice he has provided. His guidance has been instrumental in helping navigate my financial goals. What I appreciate most is Jeff’s honesty, integrity, his ability to explain things in a way that is easy to understand, but mostly his patience. I always feel so much better and more confident about my financial future after meeting with him. Highly recommend Jeff to anyone looking for sound financial advice and guidance.
Relationship to Financial Advisor: Client as of Jan 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 25, 2024
Have been working with Jeff for years now, he always makes sure we are in the know of any changes in market. In the time I've worked with him I've learned quite a bit, he is always available and willing to explain anything I may need clarification on. As a fiduciary I know he is always acting in my best interests. Highly recommend him.
Relationship to Financial Advisor: Client as of Nov 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2024
Very knowledgeable and helpful, thank you!
Relationship to Financial Advisor: Prospective Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2024
Very knowledgeable and helpful, thank you!
Relationship to Financial Advisor: Prospective Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 11, 2024
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Relationship to Financial Advisor: Client as of Nov 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2024
Jeff always returns my phone calls quickly when I need help.
Relationship to Financial Advisor: Client as of Nov 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 24, 2024
I’ve known Jeff Schlotterbeck professionally for years, and he exemplifies integrity, financial expertise, and a client-first mindset—qualities that make him an excellent advisor I’d confidently recommend to anyone.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Been nothing but great full for the experience I've had with this amazing company that only wants the best for your financial future.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
They do a really good job of just making simple and easy. Highly recommend them.
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Jeff is very knowledgeable. He has a fiduciary to his clients and cares. He is not out to just make a commission but to help you build wealth. Highly recommend him for anybody that needs to start planning for the retirement.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Jeff is incredibly professional and detail oriented. I highly recommend him for your financial plan!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Jeff is a leader in the field of financial and retirement planning. Being a Certified Financial Planner as well as a Fiduciary means he is always acting in your best interest and not at the whim of any other funds, companies or his own commissions. He is highly respected and recommended!
Relationship to Financial Advisor: Professional Network Relationship
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
It has been truly a pleasure working with Jeff. I am a novice when it comes to finances, and the time we have spent working together has been education as well as enlightening. His one-on-one approach and tailoring to you as a client has eased my past anxiety when it came to choosing an advisor. I look forward to continuing to work with Jeff for many years to come. It's been a great experience.
Relationship to Financial Advisor: Client as of May 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 9, 2024
Jeff has been a pleasure to work with. He is transparent, keeps his clients updated and answers all questions in a timely manner.
Relationship to Financial Advisor: Client as of May 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 8, 2024
Jeff has been very helpful . And has help us understand investing. He has been fast to respond to our questions and concerns. I would recommend him.
Relationship to Financial Advisor: Client as of May 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2024
Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!
Relationship to Financial Advisor: Professional CIO
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2024
We are new to Jeff and his company and so far, we are pleased with his service and advice! He is easy to work with, available to answer questions and very communicative - all the things you look for in a financial advisor.
Relationship to Financial Advisor: Client as of Feb 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 31, 2024
Jeff at Water Street is great! He’s easy to work with, down to Earth, and very knowledgeable.
Relationship to Financial Advisor: Professional Relationship CIO
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 1, 2023
Jeff spent time with us to understand the type of help we were looking for. He was thoughtful, kind, and generous with his time!
Relationship to Financial Advisor: Prospective Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
He helped me!
✅ Wealthtender Certified Advisor Review™
Oct 24, 2023
I want to say this guy is great! He helped me so much!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 26, 2023
From the first phone call " jeff" was very personable and helpful. As our dealings with him continued he was always very business like.
Relationship to Financial Advisor: Client as of Jul 26, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 24, 2023
Water Street Wealth Management has been a huge help! Jeff always answers any questions I have and continues to educate me on my finances. My account is doing great and I always recommend him to anyone who is interest in growing their finances.
Relationship to Financial Advisor: Client as of Jul 24, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 23, 2023
Jeff was extremely knowledgeable, punctual, and easy to work with.
He takes your personal finance goals to heart and did a tremendous job answering all of my questions in a quick and efficient manner. I would highly recommend his services
Relationship to Financial Advisor: Client as of Jul 23, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 21, 2023
We are so thankful to have found Jeff and his team at Water Street Wealth Management. As a fiduciary advisor he operates at a higher ethical level and we are confident he prioritizes what’s in our best interest. He’s been extremely accommodating, responsive, and seamlessly helps us make the smartest financial decisions based on our individual circumstances. I would recommend to anyone looking for a financial advisor, investment strategist, etc.
Relationship to Financial Advisor: Client as of Jul 21, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 20, 2023
I would like to say that I have gone through a few planners, but then I met up with You Jeff and Water street .I feel like I have finally found a true ethical planner/ person who is so dedicated and responsible and grateful for his clients and one who does his very best to make sure your portfolio is a success!
Thanks Jeff so happy we met.
Beth Greg
Relationship to Financial Advisor: Client as of Jul 20, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
From the moment we met Jeff we felt at ease because of his confidence and competence. He is dedicated to helping us reach our financial goals.
Relationship to Financial Advisor: Client as of Nov 21, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 20, 2022
Highly recommend Jeff. Always available to support you and your family's financial needs. No matter where you are on your journey for your financial support/freedom, he has the right solutions, tools, and knowledge to support you on your path. A true expert in his field!
Relationship to Financial Advisor: Client as of Sep 20, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 31, 2022
People that reward you should also be rewarded.I have been working with Jeff Schlotterbeck since 2005. It has been both educational and a monetary positive experience in the market.Jeff is very organized, very market savvy and yet tries to guide you in a manner to conserve capital or will take risks according to your tolerance level. His availability with new ideas are usually associated with current national and international events that move markets. Thank you Jeff for your expertise!
Relationship to Financial Advisor: Client as of Aug 31, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 30, 2022
Jeff is a talented and pragmatic financial advisor. He is methodical in his data collection, asks the right questions, and provides sound alternatives to secure and build wealth according to your needs, not his wants.
Relationship to Financial Advisor: Client as of Aug 30, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2022
I met Jeff through circumstance, because he was handling some family money that I needed to become involved with. Pleasantly surprised he was conservatively looking after the family money, in a caring, professional manner - always having their best interest in mind. I was so impressed that I ended up moving my money over to Jeff. I think the highest compliment you can express about your Financial Advisor is, I could trust him to protect and build my parents money.
Jeff is thorough, knowledgeable, reachable and explanative. He has set financial goals and achieved those goals; and now he is helping us ease into retirement and protecting those assets. But I think one of his strengths is, he also minimizes the negative in a down market, where it may be difficult to find growth or profit.
He has certainly done well by our family. I would recommend Jeff to anyone.
Relationship to Financial Advisor: Client as of Aug 28, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2022
Jeff has been great to work with. He's helped me re-evaluate my portfolio and make adjustments as needed. He's addressed all of my concerns and helped me feel better about my future financial health. I look forward to working with him for years to come. Thank you, Jeff!
Relationship to Financial Advisor: Client as of Aug 28, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2022
Jeff is absolutely amazing to work with. He always explains things so I understand them and gives the pros and cons of any investment. He is constantly communicating and keeping his clients up to date on changes in the world that could affect the market and your investments.
Relationship to Financial Advisor: Client as of Aug 28, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2022
I have been working with Jeff for longer then I can remember. Thoughtout the years, he has been so attentive and had excellent informative proffessional guidance for all my goals and plans. He is always available and directs you in the most profitable positions according to your comfort level. There will always be ups and downs in the market, but if you are thinking it is time to find a someone you can trust and finally decide you need to start planing your future I would give him a call. I have recommend him to my friends and they have thanked me also!
Relationship to Financial Advisor: Client as of Aug 26, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2022
I have know Jeffrey for years. After switching to Water Street Wealth I feel more informed and in control of my financial future.
Relationship to Financial Advisor: Client as of Aug 25, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2022
Excellent individual attention as opposed to large wealth management firms. Advice is always geared towards the clients interests and on point. Very easy to communicate with. Portfolios are reviewed quarterly with adjustments made accordingly.
Relationship to Financial Advisor: Client as of Aug 25, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2022
Jeff has been my financial planner for many years. Through market ups and downs he has helped me make strategic investments which have had a positive effect on my portfolio. He is always quick to respond to questions, and point out opportunities based on my investment goals. If you are seeking a knowledgeable, friendly financial planner give Jeff a call.
Relationship to Financial Advisor: Client as of Aug 25, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 24, 2022
We've been working with Water Street Wealth for about 2 years now and are very pleased. It began with a portfolio review, then account consolidation and now superior returns. It's a great relationship
Relationship to Financial Advisor: Client as of Aug 24, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 24, 2022
It's been a pleasure working with Mr. Schlotterbeck. He has been very helpful and knowledgeable in directing us in what would be best for our financial needs. He is always available to answer any questions that we may have. I highly recommend him.
Relationship to Financial Advisor: Client as of Aug 24, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 23, 2022
Since the inception of opening of our accounts, the service has been exceptional and performance outstanding
Mark Stern
Relationship to Financial Advisor: Client as of Aug 23, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 23, 2022
Just a short note about Jeff Schlotterbeck and Water Street Wealth Management. I am an older investor that has been investing for years with all kinds of company and brokerage services. Jeff, at Water Street, has provided the best advice, service, attention, empathy and concern of any other group I have dealt with. In meetings he listens, doesn’t try to sell you anything and works in a collaborative way to accomplish your investment goals. He can make portfolio changes in days instead of weeks like some of the other institutional platforms. His monthly communications are both professional and personable, as he keeps you up to speed on changing market conditions. Bottom line, his service provides Value. Partnering with Jeff has been one of the best investment decisions I have made.
Relationship to Financial Advisor: Client as of Aug 23, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2021
Jeff is so very helpful, accommodating , kind and professional and very understanding! Always ready to explain things clearly. The best financier we have ever had.
Relationship to Financial Advisor: Client as of Aug 4, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 3, 2021
So glad I found Jeff. He truly has your best interest in mind and wants to set you up for financial success.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
-
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 3, 2021
Jeff is the best financial advisor that I have ever worked with. He is always there to assist you with your financial planning.
Relationship to Financial Advisor: Client as of Jun 3, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 6, 2021
-
Relationship to Financial Advisor: Client as of May 6, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2020
Jeff is always so helpful. He explains my options and answers my questions. He responds immediately. Very happy with his service and professionalism.
Relationship to Financial Advisor: Client as of Sep 30, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 28, 2020
-
Relationship to Financial Advisor: Client as of Sep 28, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 2, 2020
Water Street is professional and communicates so well with its clients. My experience with Jeff specifically has been nothing short of amazing. As his client he personalizes and makes sure you understand exactly what he is doing. He leaves you with no questions. Kudos Jeff!
Relationship to Financial Advisor: Client as of Sep 2, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 2, 2020
-
Relationship to Financial Advisor: Client as of Sep 2, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2019
I have worked with Jeff for several years now and he has always given me sound advice regarding my retirement planning. He is very knowledgable and a true professional. I highly recommend him for all investment and planning needs.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Family Member
Disclosure: This review was left by my brother in law.
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