Building deep relationships for life

For decades, the professionals at Broadwater Wealth Management Group have served the wealth planning and investment management needs of high-net-worth individuals and multigenerational families. Jeff and Jennifer are dedicated to providing comprehensive wealth planning, passionately addressing the complexities of managing and sustaining wealth. Their goal is to ensure clients can live the lifestyle they envision while having a solid plan in place to pass down family values and wealth to the next generation. By coordinating and collaborating with other professionals, including legal and tax experts, they work diligently to help grow and protect client assets.

Helping individuals and families address important questions such as:

  • How do we put together a legacy plan for our children and grandchildren?

  • How much do we set aside for our child or grandchild’s education?

  • How do we position our investments to maximize income without taking too much risk?

  • How do we make sure our estate plan represents our wishes and minimizes our tax burden?

  • How do we plan for our next chapter?

  • How do we incorporate charitable gifting and bequests into our planning?

  • How do we foster sound family financial values across generations?

 

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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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