Jeffrey Strzelczyk, CIMA^®, CPWA^®, Managing Director - Investments and Jennifer Daly, CFP^®,  CRPS^®, CRPC^®, QPFC^®, Senior Vice President – Investment Officer, are excited to announce that they have formed a team with a shared belief that they are stronger advisors together than apart. Colleagues for over 25 years, they now collaborate to help provide clients with a blend of sophisticated wealth planning, business succession strategies, corporate retirement plan solutions, and integrated investment management. The team’s complementary skillsets, backgrounds, and viewpoints work together to help create better financial outcomes for clients.

The practice is known as Broadwater Wealth Management Group of Wells Fargo Advisors. This name reflects their commitment to serving clients from Maryland to Florida, and beyond. The name underscores the team’s dedication to offering comprehensive wealth management strategies and retirement plan solutions to clients across the nation and represents their mission to navigate the complexities of investment planning, no matter where their clients are.

Broadwater Wealth Management Group goes above and beyond to provide comprehensive financial solutions tailored to the specific needs of their clients. The team boasts expertise in areas such as wealth planning, portfolio management, corporate retirement plans, business succession strategies, cash flow planning, and legacy planning. They help to manage clients’ wealth and business affairs with a level of professionalism, knowledge, and respect that sets them apart.

Comprehensive Services