Why Choose The Troncoso Group
As Your Team of Financial Advisors?
Fiduciary
Transparency
Subject Matter Experts
Services We Provide
to bring you closer to your financial goals
Wealth Management
We create and oversee investment portfolios using proven wealth management approaches, tailored to your financial goals, needs, and objectives.
Financial Planning
Achieve your personal and business financial goals with the guidance of our CFP® professionals. Get access to expert financial planning services, gain clarity on your financial questions, and have your money managed for you stress-free.
Investment Planning
Customized investment planning and portfolio management to help you ensure financial success at every stage of life with expert assessment and strategies.
Estate Planning
Our financial advisors in Tampa, Florida and throughout the US will walk you through safeguarding your assets and creating a solid estate plan to support your loved ones for generations to come.
Education Planning
Our comprehensive financial planning services include assisting you with funding education goals for you, your children, or grandchildren in a tax-efficient manner.
Tax Planning
As your financial consultant in Tampa and nationwide, we collaborate with your tax advisor for strategic planning to minimize tax implications and manage your portfolio efficiently.
Retirement Planning
Our Retirement Plan Consulting services help businesses tailor plans with review, asset allocation, manager selection, enrollment, and reporting.
Access Our Financial Guidance
Contact us here to schedule a free consultation with one of our financial advisors or sign up for our Wealth Navigator Newsletter below for free and actionable financial insights.
As your local financial advisor, we answer these questions and more:
- Do I have enough money to stop working and will it last me through retirement?
- What is the best way to monetize my business?
- Is my investment strategy aligned with my long-term goals and the current market environment?
- Am I maximizing tax savings and other tax-smart strategies?
- How can I ensure that my beneficiaries inherit my assets without legal interference?
- Is my family financially protected if something were to happen to me?
- What types of insurance do I need to protect my assets and income?
Who Can Benefit From Our Financial Expertise?
We help high-net-worth individuals, professionals, and business owners build their best financial future through wealth management, investing, business monetization, asset protection, risk management, and tax minimization.
Thanks to the range of unique backgrounds and expertise of the advisors on our team, we are proud to offer highly specialized financial guidance to:
- Medical Professionals (Doctors, Veterinarians, and Associated Industries)
- Business Owners and Entrepreneurs
- Pre-retirees and Retirees
- Widows and Divorcees
- Executives
- Athletes
As your financial advisor and Tampa and nationwide, we understand the unique challenges you face and strive to provide the best service possible. From professionals looking to protect their wealth to medical specialists or retirees planning their legacy — we've got the expertise to match your specific needs.
The Troncoso Group is part of Florida-based Jaffe Tilchin Wealth Management. Headed by John Troncoso, our team works with high net-worth clients including medical professionals, entrepreneurs, C-Suite executives, retirees, and athletes.
The Troncoso Group operates as a fiduciary, providing a disciplined approach in growing and protecting wealth while managing risk through tailored, customer-driven solutions that contribute to the financial well being of their clients.
We pride ourselves on being active in our community, with our team members serving on non-profit organizations throughout the Tampa Bay area.
Recent Articles and Financial Insights
Check out the latest tips from our local financial advisors in Tampa and get one step closer to achieving your financial goals.
The Hidden Costs of Waiting to Refinance Your Mortgage
John Troncoso
How to Sell Your Business: Part I – Choosing Your Exit Strategy and Preparing for Sale
John Troncoso
Financial Planning for Divorce 101: What to Do Before, During, and After Divorce
