A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Jeffrey "Jeff" Botz, CFP

Jeff has been in the financial services industry since 1998 and his experience includes a previous stint with Piper Jaffrey and then UBS, Wells Fargo Advisors and he has just recently rejoined the UBS team. Jeff believes in building strong personal, as well as professional relationships with his clients. It is apparent that his clients trust and respect him, because he has built many long-term relationships. His goal is to help his clients achieve their own individual definition of financial success.  

Jeff lives in St. Joseph, Minnesota with his family and when he is not working, he enjoys his time with his three teenage children, getting involved in their activities and relaxing weekends at the family cabin near Nisswa. Jeff is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and has earned his Series 6, 7, 63, and 65 securities licenses, as well as his Minnesota insurance license.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • MA
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NM
  • NV
  • NY
  • OR
  • SD
  • TN
  • TX
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Education planning
4150 S Second Street
Suite 500
St Cloud, MN 56301
  • (320) 203-6571

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Retirement planning

Retirement planning

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Multigenerational planning

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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