Bringing new perspectives to help effectively manage assets and minimize risk.

Investment officers and investment committees at non-profit organizations face significant challenges today, including complex capital markets, stringent regulatory oversight, and heightened donor expectations. For decades, the Broadwater Wealth Management Group has partnered with non-profits to help them achieve their investment and organizational goals. The team provides comprehensive investment advice, policy guidance, and strategic mission-aligned recommendations.

Leveraging the extensive resources of Wells Fargo Advisors and its affiliates, the team works to alleviate the fiduciary burden placed on investment committees. They offer a range of services, from fully discretionary management to consultative support, tailored to each client's unique needs. Recognizing that every client and relationship is distinct, Jeff and Jennifer are dedicated to helping each organization meet its investment objectives while empowering them to fulfill their missions and ensure long-term success.