Jeffrey Schlotterbeck
Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses.
Water Street Wealth Management · Tampa, Florida
Jeffrey Schlotterbeck is a fee-only financial advisor at Water Street Wealth Management in Tampa, Florida, who holds the CFP credential. Jeffrey charges a percentage of assets and focuses on retirement planning, crypto & digital assets and equity compensation.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
- Retirees
About
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.
Services
- Asset Allocation
- Education Planning
- Portfolio Management
- 401(k) & IRA Management
- Wealth Management
- Tax Strategy
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Financial Planning
- Estate Planning
- College/Education Planning
- Financial Advice & Coaching
- Pension Planning
- Stock Option Planning
Facts
| Firm | Water Street Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2017 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | waterstreetwealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Schlotterbeck a fee-only financial advisor?
Yes. Jeffrey Schlotterbeck is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
Where is Jeffrey Schlotterbeck based?
Jeffrey Schlotterbeck is based in Tampa, Florida.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, crypto & digital assets, equity compensation, pension planning, estate & legacy planning and tax planning. Jeffrey works with high earners, executives, pre-retirees and retirees.
What credentials does Jeffrey Schlotterbeck hold?
Jeffrey Schlotterbeck holds the CFP credential.
How much does Water Street Wealth Management manage?
Water Street Wealth Management reports $25M - $100M in assets under management.
How do I contact Jeffrey Schlotterbeck?
Through Jeffrey's website, waterstreetwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tampa
Other advisors in Florida who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Water Street Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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