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Jeff Schlotterbeck, CFP®

Strategic Wealth Planning for Financial Peace of Mind

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

Serving Clients Nationwide

Strategic Wealth Planning for Financial Peace of Mind

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Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Setting Up Retirement Accounts

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, West Linebaugh Avenue, Tampa, Florida, 33626

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • 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
  • Couples
  • Dual Income Family
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Young Families
  • Crypto Investors

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