Jeff Schlotterbeck, CFP®

Strategic Wealth Planning for Financial Peace of Mind

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Water Street Wealth Management Jeff Schlotterbeck, CFP®
Tampa, FL

Serving Clients Nationwide

Strategic Wealth Planning for Financial Peace of Mind

38 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Taxes

About Me

Hi. I'm Jeff Schlotterbeck.

I am the Founder and Senior Wealth Advisor for Water Street. I work directly with individuals, families, and businesses to address all aspects of their financial landscape.

Prior to forming Water Street Wealth Management, I spent nearly 15 years working with two major financial service companies in Tampa Bay. Most recently, I served as a Senior Financial Consultant overseeing $500 million of high net worth client relationships, helping them with all aspects of their financial life.

I focus on client education, communication, and strategic investment portfolio guidance. I have always ascribed to a holistic methodology, incorporating financial planning, tax planning, investment management, and estate planning into one seamless relationship.

Throughout my career, I have been recognized with multiple accolades and I am proud of my accomplishments in developing strong client relationships and satisfaction. I am an alumni of the University of South Florida where I majored in Marketing and Finance. I am also a CERTIFIED FINANCIAL PLANNER™ practitioner and I subscribe to the ethical requirements as set forth by the Certified Financial Planner Board of Standards.

I am an active supporter of Junior Achievement in the Tampa Bay Area. When I am not perfecting financial plans, you can find me spending time with my wife Darcy and son Caden. We enjoy traveling, snow skiing, and spending most of our weekends at the beach or ball field. I am an avid golfer and BBQ Big Green Egg fanatic. I am constantly trying to perfect my golf swing and my brisket recipe, both of which are never-ending battles.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • BBB Accredited Business
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

12191 W. Linebaugh Ave. Suite 611 Tampa, FL 33626

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 our Firm

Water Street Wealth Management is a fee-only Registered Investment Advisor headquartered in Tampa, Florida. We specialize in a client-centric approach to investment management and financial planning for busy professionals and retirees.

Water Street Wealth Management is not affiliated, associated with, or endorsed by Strategic Property Partners LLC or Water Street Tampa.

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
  • Skiing
  • Traveling

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Content Creators
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Divorce
  • Dual Income Family
  • Healthcare Professionals
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Technology 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™
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chance Sills
Chance Sills

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vicky Page
Vicky Page

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for ventura hanson
ventura hanson

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.
Avatar for pradnya kulkarni
pradnya kulkarni

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Leslie Lambert
Leslie Lambert

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.
Avatar for Jake Alexander
Jake Alexander

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.
Avatar for Matt Cannizzo
Matt Cannizzo

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.
Avatar for Leonard
Leonard

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gene Swiger
Gene Swiger

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sammy Elias
Sammy Elias

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dylan Price
Dylan Price

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Hannah Guest
Hannah Guest

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Beth Blanc
Beth Blanc

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sally Hoynacki
Sally Hoynacki

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Farah Elhelou
Farah Elhelou

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Harold Arthur
Harold Arthur

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steven Folsom
Steven Folsom

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer Doyle
Jennifer Doyle

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Julie Emerson
Julie Emerson

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bruce Carter
Bruce Carter

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Karen Roeding
Karen Roeding

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason Riffle
Jason Riffle

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Herbert Berman
Herbert Berman

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Courtnie Shoemaker
Courtnie Shoemaker

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Natalie Hanson
Natalie Hanson

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Phil Dunn
Phil Dunn

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Derryl Boddiford
Derryl Boddiford

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for MARK STERN
MARK STERN

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Louella Famanas
Louella Famanas

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.
Avatar for Tone King
Tone King

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.
Avatar for Gary Lynch
Gary Lynch

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Goers
James Goers

5 Stars

✅ Wealthtender Certified Advisor Review™
May 6, 2021
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for April Hedge
April Hedge

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vicky Block
Vicky Block

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 28, 2020
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Peggy Arthur
Peggy Arthur

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 2, 2020
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick Hedge
Rick Hedge

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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Angelo Ruiz
Angelo Ruiz

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: There are no material conflicts of interest.
Avatar for Jason Cance
Jason Cance