Meet Your Advisor
Jeffrey L. Schlotterbeck, CFP®
Founder | Senior Wealth Manager
At Water Street Wealth Management, my mission is to simplify your financial journey, addressing all aspects of your wealth so you can focus on what matters most to you. When we work together, you’ll receive personalized financial guidance tailored to your needs—whether you’re planning for retirement, growing your investment portfolio, or securing your legacy through estate planning.
With over 20+ years of experience, I specialize in helping individuals and families like you make informed financial decisions. My background includes working closely with high-net-worth clients on comprehensive financial planning and managing their entire investment portfolios. My approach emphasizes transparency, education, and strategic planning. At Water Street Wealth Management, I combine financial planning, tax strategies, investment management, and estate planning into a single, seamless experience, so you can be confident that every part of your financial life is managed effectively.
As a CERTIFIED FINANCIAL PLANNER™, I am dedicated to upholding the highest standards of ethics and integrity. You’ll find that my commitment to your financial well-being goes beyond numbers; I prioritize clear communication and relationships built on trust.
Outside the office, I enjoy spending time with my family, golfing, and perfecting my BBQ recipes. Whether it’s on the golf course or grilling at home, I know the importance of balance and pursuing what you love. My goal is to help you achieve that same sense of fulfillment through careful financial planning and smart investment decisions.
For a personal touch, I’ve added one of my favorite recipes and some BBQ resources on the resource tab. I believe in making every part of life enjoyable, and I’m here to help you do the same with your finances.
