Jeffrey Schlotterbeck

Water Street Wealth Management is an independent financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals with clarity and confidence. We offer comprehensive services including financial planning, investment management, tax-efficient strategies, and estate planning, tailored to each client’s unique needs and objectives. Our approach blends disciplined, evidence-based investing with proactive planning to address all stages of life, from building wealth to preserving it for future generations. As a fiduciary, we prioritize our clients’ best interests, providing transparent advice and ongoing guidance to navigate market changes, life transitions, and evolving priorities. By taking the time to understand each client’s values and long-term vision, we create strategies designed to simplify complexity and deliver meaningful outcomes. Whether planning for retirement, managing a business, or optimizing a legacy, Water Street Wealth Management serves as a trusted partner in building lasting financial security.