Client Login
Home

What is Financial Life Mind Mapping?

Written by Jeff Schlotterbeck on .

At Water Street Wealth, we don’t just give advice …we help our clients take action. Whether it’s saving for retirement or a big vacation; protecting your income or coordinating with your CPA and Estate Attorney to reduce taxes; Saving for college or leaving a legacy… We help our clients to take action on important decisions...Continuously. It can be a long journey… with lots of seasons, hidden dangers, and opportunities. Which is why our clients always have a map, a plan, and a guide.

Our hands-on approach isn’t for everyone. To find out if we’re right for you, schedule an appointment, and begin creating your Financial Life Mind-Map. Within minutes, we’ll help you complete your map and summarize your plan. Within an hour, you can already be taking action.

We look forward to speaking with you soon.

-Jeff

The Value of Advice

Written by Jeffrey L. Schlotterbeck, CFP® on .

Money is always going to be a problem until you decide you’re done letting it be a problem.

Think of everything (literally everything) in the world — there’s a natural risk built in.

No guarantees.

Continue Reading

On to the next chapter!

Written by Jeffrey L. Schlotterbeck, CFP® on .

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.

Continue Reading