A Broader Perspective on Wealth Management


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 provide clients with a unique 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 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

Wealth Planning

Portfolio Management

Corporate Retirement Plans

Business Exit Planning


Cash Flow Solutions

Legacy Planning

Jeff Strzelczyk is honored to have been named as one of

Forbes Best-In-State Wealth Advisors 2022, 2023, and 20241

Read about our credentials and accolades here.

1 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fees paid for use of marketing materials.

Broadwater Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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