The Broadwater Wealth Management Group creates wealth planning strategies that help support short-term goals for today, medium-term goals for tomorrow, and longer-term goals for the future. We coordinate with your other external professionals so your plan is coordinated with your goals.
Wells Fargo Advisors is not a legal or tax advisor.
Private Wealth Planning
Managing wealth throughout life’s milestones
The planning process begins with a focus on each client's life and family members. Life events can occur unexpectedly, and circumstances can change rapidly, making it essential to establish a comprehensive wealth plan that is reviewed and adjusted to adapt to life's twists and turns.
The planning process begins with a focus on each client's life and family members. Life events can occur unexpectedly, and circumstances can change rapidly, making it essential to establish a comprehensive wealth plan that is reviewed and adjusted to adapt to life's twists and turns.
Portfolio Management
Helping build wealth for the future
The team has decades of experience and real-world knowledge in the construction and management of investment portfolios. As a Senior PIM Portfolio Manager1, Jeffrey Strzelczyk typically builds a core investment portfolio made up of diversified investments.
Jennifer Daly works to tailor client portfolios in a discretionary manner using research recommendations and collective insights of Wells Fargo Securities and external research firms. This Fundamental Choice2 program combines customization with a discipline investment strategy.
The team has decades of experience and real-world knowledge in the construction and management of investment portfolios. As a Senior PIM Portfolio Manager1, Jeffrey Strzelczyk typically builds a core investment portfolio made up of diversified investments.
Jennifer Daly works to tailor client portfolios in a discretionary manner using research recommendations and collective insights of Wells Fargo Securities and external research firms. This Fundamental Choice2 program combines customization with a discipline investment strategy.
Tax-Efficient Investment Strategies
Tax-smart solutions
Tax efficiency is critical to help ensure clients keep more of what they earn and maximize their wealth. Through proactive, advice-driven strategies, Broadwater Wealth Management Group can help clients build wealth while they realize appropriate tax advantages.
Tax efficiency is critical to help ensure clients keep more of what they earn and maximize their wealth. Through proactive, advice-driven strategies, Broadwater Wealth Management Group can help clients build wealth while they realize appropriate tax advantages.
Corporate Retirement Plan Solutions
Serving companies, professional practices, and non-profit organizations
With deep retirement plan experience in employee-sponsored qualified retirement plans including defined contribution plans such as a 401(k), 403(b), and governmental 457(b), as well as nonqualified retirement plans and defined benefit plans, Jennifer navigates through the complexities that come with offering employees a valuable retirement plan. As a Qualified Plan Financial Consultant® (QPFC®), Jennifer partners with clients to help maximize their retirement plans while also considering the executives’ personal fiduciary protection.
With deep retirement plan experience in employee-sponsored qualified retirement plans including defined contribution plans such as a 401(k), 403(b), and governmental 457(b), as well as nonqualified retirement plans and defined benefit plans, Jennifer navigates through the complexities that come with offering employees a valuable retirement plan. As a Qualified Plan Financial Consultant® (QPFC®), Jennifer partners with clients to help maximize their retirement plans while also considering the executives’ personal fiduciary protection.
Retirement & Income Planning
Helping to give you the confidence to retire well
No matter when clients decide to retire, planning for it starts today. Using advanced tools, technology and expertise, the team works to address today’s short-term goals and puts a personalized longer-term plan in place to help achieve a successful retirement.
No matter when clients decide to retire, planning for it starts today. Using advanced tools, technology and expertise, the team works to address today’s short-term goals and puts a personalized longer-term plan in place to help achieve a successful retirement.
Business Advisory Services
Going beyond investments
Business owners need access to specialized resources across a wide range of topics. Jeff and Jennifer offer business advice and counsel including strategic business planning, retirement plan reviews, asset management, risk management, and cash flow optimization. They view themselves as an extension of your organization and can also help with organizational issues, philanthropic giving, donor programs and more.
Business owners need access to specialized resources across a wide range of topics. Jeff and Jennifer offer business advice and counsel including strategic business planning, retirement plan reviews, asset management, risk management, and cash flow optimization. They view themselves as an extension of your organization and can also help with organizational issues, philanthropic giving, donor programs and more.
Legacy & Estate Planning
Preparing for a more positive experience
Making decisions involved with estate planning may seem overwhelming. Many affluent families worry how their success will affect their loved ones down the road. Jeff and Jennifer can help answer questions around wealth, family, and legacy3. They can also coordinate with estate-planning and trust specialists to help review wills and trusts, create strategies to preserve wealth for intended heirs.
Making decisions involved with estate planning may seem overwhelming. Many affluent families worry how their success will affect their loved ones down the road. Jeff and Jennifer can help answer questions around wealth, family, and legacy3. They can also coordinate with estate-planning and trust specialists to help review wills and trusts, create strategies to preserve wealth for intended heirs.
Philanthropic Planning
Making a meaningful difference
The Broadwater Wealth Management team can help clients consider meaningful charitable giving that is impactful and aligned with their values. For years, Jeff and Jennifer have been working with individuals, families, and nonprofit organizations to help them achieve their strategic charitable goals. With access to a comprehensive suite of specialized charitable solutions through Wells Fargo Bank Philanthropic Services, the team has the experience and commitment needed to structure lifetime giving programs, consult with foundations and nonprofit organizations, or help organizations stay focused on their mission.
The Broadwater Wealth Management team can help clients consider meaningful charitable giving that is impactful and aligned with their values. For years, Jeff and Jennifer have been working with individuals, families, and nonprofit organizations to help them achieve their strategic charitable goals. With access to a comprehensive suite of specialized charitable solutions through Wells Fargo Bank Philanthropic Services, the team has the experience and commitment needed to structure lifetime giving programs, consult with foundations and nonprofit organizations, or help organizations stay focused on their mission.
Business Exit Planning
Understanding the options around exiting the business
It can be helpful to start the succession planning and exit strategy process many years in advance. Jeff and Jennnifer have significant expertise in supporting business owners through developing comprehensive exit plans customized to meet specific corporate and personal needs. Drawing upon a team of internal and external partners, Jeff helps clients understand the multitude of business succession options available.
It can be helpful to start the succession planning and exit strategy process many years in advance. Jeff and Jennnifer have significant expertise in supporting business owners through developing comprehensive exit plans customized to meet specific corporate and personal needs. Drawing upon a team of internal and external partners, Jeff helps clients understand the multitude of business succession options available.
Cash Flow Planning*
Enabling families and businesses to be more effective with their assets
Cash flow planning begins with a cash flow analysis to understand inflows, outflows, and then define a plan of action that enables a family or business to be more effective with their money.
By managing both sides of the balance sheet, Jeff and Jennifer offer budgeting advice, philanthropic recommendations, and provide access to lending services through Wells Fargo Bank, N.A.
Cash flow planning begins with a cash flow analysis to understand inflows, outflows, and then define a plan of action that enables a family or business to be more effective with their money.
By managing both sides of the balance sheet, Jeff and Jennifer offer budgeting advice, philanthropic recommendations, and provide access to lending services through Wells Fargo Bank, N.A.
1 The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
2 The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
3 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specialized in estate planning and is licensed to practice law in your state.
*Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors is not a legal or tax advisor. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
2 The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
3 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specialized in estate planning and is licensed to practice law in your state.
*Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors is not a legal or tax advisor. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
