A distinct strength of the Broadwater Wealth Management Group of Wells Fargo Advisors is the addition of Financial Advisor, Kathleen Counts, a nonprofit specialist who has dedicated much of her career to serving charitable organizations, foundations, endowments, and mission-driven institutions. Kathleen is passionate about helping nonprofit boards, finance committees, and executive leadership teams navigate fiduciary responsibilities, investment policy development, cash management, endowment oversight, spending policies, and long-term financial sustainability. She regularly educates boards on governance best practices and works closely with organizations to align financial resources with mission-driven goals.

Working alongside Kathleen, Financial Advisors, Jeff Strzelczyk, Jennifer Daly, and Bryan Bosmans bring decades of combined investment and wealth management experience, creating a team uniquely positioned to serve both nonprofit organizations and their stakeholders. Together, the team provides comprehensive investment consulting, policy guidance, governance education, fiduciary training, and strategic planning tailored to the unique needs of each organization.

Whether providing discretionary investment management or serving in a consultative capacity, the Broadwater Wealth Management Group works to help reduce the administrative and fiduciary burdens placed on volunteer board members and committee participants. Recognizing that every organization is unique, the team develops customized solutions designed to help clients achieve their investment objectives, strengthen governance practices, and position their organizations for long-term success.

Charitable and Philanthropic Planning

Making a Meaningful Difference
The Broadwater Wealth Management Group helps individuals, families, business owners, and nonprofit organizations develop thoughtful charitable giving strategies that reflect their values and create a lasting impact.

For many years, Kathleen and the team members have worked with clients to integrate philanthropy into their broader financial and estate planning goals. Whether establishing a charitable legacy, supporting a favorite cause, maximizing tax-efficient giving opportunities, or creating a long-term philanthropic strategy, the team provides guidance tailored to each client's objectives.


"I believe every dollar entrusted to a nonprofit should advance its mission. My passion is helping organizations build a strong financial foundation so they can focus on creating meaningful and lasting impact in the communities they serve." — Kathleen Counts 


Kathleen’s experience working with both charitable organizations and philanthropic individuals provides a unique perspective on effective giving. Clients receive guidance designed to help them evaluate charitable planning opportunities, coordinate their philanthropic goals with their overall wealth strategy, and make informed decisions about supporting the organizations and causes most important to them.

The Broadwater Wealth Management Group is committed to helping clients create meaningful contributions that align with their values while supporting the long-term success of the nonprofit organizations and communities they care about most.