Serving Clients in Tampa and the Surrounding Areas

At Water Street Wealth, I proudly serve clients across Tampa and neighboring communities, including Hyde Park, South Tampa, Davis Islands, Culbreath Isles, Westshore, Beachpark, and Swann Estates.

Whether you prefer in-person meetings or virtual consultations, I am here to help you plan with confidence.

5401 W. Kennedy Blvd, Suite 100, Tampa, Florida 33609

Jeff Schlotterbeck, in a suit, sits on the steps

Tampa skyline at sunrise, reflecting in calm water

Fee-Only Financial Planning in Tampa, Florida

Helping individuals, families, and business owners in Tampa make smart, confident financial decisions.

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Personalized Financial Services, Right Here in Tampa

Whether you're planning for retirement, growing your investments, or protecting your family's future, Water Street Wealth delivers personalized financial guidance right here in Tampa.

Stock Options and Company Benefits

Tax Planning and Optimization

401(k) and Pension Analysis

Financial Building for Tampa

Tampa is a city of opportunity, growth, and innovation — and your financial strategy should match. From professionals building wealth in a fast-paced economy to retirees seeking security in their next chapter, I understand the diverse financial goals of Tampa residents. Water Street Wealth provides clear guidance and personalized solutions to help you build, grow, and protect your future in a city that's always moving forward.

Let's Start Building Your Financial Future

Whether you're just getting started or ready to optimize your retirement plan, I am here to help. Schedule a free consultation — in-person or virtual. Take the first step toward clarity and confidence.