Jeff Schlotterbeck, CFP®

Strategic Wealth Planning for Financial Peace of Mind

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Water Street Wealth Management Jeff Schlotterbeck, CFP®
Tampa, Florida

Serving Clients Nationwide

Strategic Wealth Planning for Financial Peace of Mind

Rated 5 out of 5
25 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

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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

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™
Rated 5 out of 5
November 22, 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™
Rated 5 out of 5
September 21, 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™
Rated 5 out of 5
September 1, 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™
Rated 5 out of 5
August 31, 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™
Rated 5 out of 5
August 29, 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™
Rated 5 out of 5
August 29, 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™
Rated 5 out of 5
August 29, 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™
Rated 5 out of 5
August 27, 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™
Rated 5 out of 5
August 26, 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™
Rated 5 out of 5
August 26, 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™
Rated 5 out of 5
August 26, 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™
Rated 5 out of 5
August 25, 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™
Rated 5 out of 5
August 25, 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™
Rated 5 out of 5
August 24, 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™
Rated 5 out of 5
August 24, 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™
Rated 5 out of 5
August 5, 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™
Rated 5 out of 5
August 4, 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™
Rated 5 out of 5
June 16, 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™
Rated 5 out of 5
June 4, 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™
Rated 5 out of 5
May 7, 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™
Rated 5 out of 5
October 1, 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™
Rated 5 out of 5
September 29, 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™
Rated 5 out of 5
September 3, 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™
Rated 5 out of 5
September 3, 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™
Rated 5 out of 5
November 22, 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