On to the next chapter!

Dear Family, Friends and Colleagues:

Life is always full of surprises! Twists, turns and new opportunities. As a lot of you may know, yet some of you may not, I am excited to announce that as of yesterday, Water Street Wealth Management is officially open for business. Water Street is a fee-only Registered Investment Advisory firm headquartered in Tampa Bay, FL. I specialize in a client-centric approach to investment management and financial planning—focusing on all aspects of financial well-being.

After spending 15+ years in the financial services industry, I have come to the realization that a lot of large corporations look out for their own best interest first, ahead of their clients. As an independent fiduciary, I will be working directly for my clients with no ties to any bank, brokerage firm or wirehouse. This alignment always keeps the best interest of my clients first and foremost ahead of all else.

I have also learned that staying in touch with family, friends and colleagues is important. Therefore, I wanted to give you my new address, telephone number and website information so that we can keep in contact. If you would like to be included in future newsletters and email communications, please drop me a short note back and I will be sure to add you to my mailing list.

I am also a firm believer that the financial services industry is built upon trust and relationships. Having said that, please feel free to share my information with anyone whom you think may benefit from my services.

Again, thank you all for the years of friendship and support. Please keep in touch and let me know if there is anything I can do to support you.

Sincerely,

Jeffrey L. Schlotterbeck, CFP®