Jeff Boettcher has been helping clients grow and protect their retirement savings since 1999. Working on the floor of the Chicago Mercantile Exchange (CME) also gave him a perspective seldom found in financial advisors today.
As one of the youngest Senior Vice Presidents in the country for Wells Fargo Investments and Wachovia Securities, and with over 10 years working various investments firms prior, Mr. Boettcher created a firm that valued a close working relationship with clients and driven by a desire to always do the right thing by the client instead of just selling the latest Brokerage company
Jeff’s hallmarks are a close attention to detail and an expertise with client retention, navigating the financial
climate with such expertise that he has been able to maintain a current relationship nearly every client through the most trying of times (the 2008 financial crash) and since.
He started his career path because of a heartfelt desire to educate clients and fellow professionals alike and to help retail investment clients manage their investments and estate plans in an ideal manner.
Jeff graduated from one of the nation’s premier business schools—Oxford, Ohio’s Miami University.
Jeff is happily married and has three lovely children. In his free time, he enjoys hiking and golf.
Jeff Boettcher specializes in;
- Federal and Postal Retirement needs
- Small Business owner retirement planning
- Estate Planning, and
- Insurance and Annuity Risk Management Strategies.
All opinions represent the judgment of the author on the date of the post and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the investments discussed. Legal and tax information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. BWM Advisory, LLC reserves the right to edit blog entries and delete those that contain offensive or inappropriate language. Content will also be deleted that potentially violates securities laws and regulations. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. All investment strategies have the potential for profit or loss. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. BWM Advisory, LLC is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.