Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Founder | Senior Wealth Manager
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Founder | Senior Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeff Schlotterbeck, CFP®, DACFP
Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country
Jeff Schlotterbeck is a Tampa Bay fee-only financial planner. Water Street Wealth Management provides comprehensive financial planning, investment advice and wealth management to help busy professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Schlotterbeck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I am 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 subscribes 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 a never-ending battle.
- I have included one of my favorite recipes and a few BBQ links on my resource tab
Jeff Schlotterbeck is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Water Street Wealth Management is a fee-only Registered Investment Advisor headquartered in Tampa Bay, Florida. We specialize in a client-centric approach to investment management and financial planning for busy professionals and retirees.
INDEPENDENT, FEE-ONLY
Our firm is completely independent with no affiliation to any bank, broker-dealer, or wirehouse. We are 100% commission-free with no hidden fees or conflicts of interest. Our only compensation comes directly from our clients and the fee is disclosed up front in a clear and transparent manner.
FIDUCIARY
Fi-du-ci-what!? A fiduciary is obligated to put the interest of their clients ahead of their own. As a fiduciary we are held to the highest legal standard in the financial services industry, which means we are personally liable if we give bad advice. Our guidance, advice, and recommendations always must be in the best interest of our clients.
CFP® PROFESSIONAL
As a CERTIFIED FINANCIAL PLANNER™, we have passed a rigorous entry process consisting of education, examination, experience, and ethics. To help insure that clients are receiving the best financial planning experience, the Certified Financial Planner Board of Standards follows a six-step process:
- Establishing the Relationship
- Gathering Data
- Analyzing Client Data
- Recommendations
- Implementation
- Monitoring
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeff Schlotterbeck is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff Schlotterbeck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeff Schlotterbeck is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jeff Schlotterbeck earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
Contact Jeff Schlotterbeck
Office Locations:
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12191 W. Linebaugh Ave. #611
Tampa, FL 33626
