Portfolio Management / Financial Planning / Tax Minimization / Estate Planning / Insurance Advisory
Why Choose The Troncoso Group?
Fiduciary
Your best interests always come first. That’s our promise — and our legal and moral duty.
Transparency
No hidden fees, ever. We believe you should always know exactly how we’re compensated.
Advanced Strategies
Our advisors hold some of the industry's most respected designations CFP®, CPWA®, and CRPC®.
Achieve Your Financial Goals
Thanks to the unique backgrounds and expertise of our financial advisors, we proudly offer specialized guidance to:
Business Owners and Entrepreneurs
Medical and Dental Professionals
Federal Employees
Pre-retirees and Retirees
Widows and Divorcees
Executives
Athletes
Our mission is to take the stress out of your financial life so you can focus on what matters to you.
Grow, Protect, & enjoy Your Wealth
Your Trusted Financial Advisors in Tampa — With Nationwide Reach
As part of Florida-based Jaffe Tilchin Wealth Management, we help manage over $1.9 billion in assets. Led by award-winning advisor John Troncoso, CFP® — featured on TV and in national media — we serve high-net-worth clients across the U.S. and proudly support local nonprofits like BayCare, Johns Hopkins, and the Florida Council of Economic Education.
FEATURED IN
As your local financial advisor,
We Answer these Questions & more:
Ready to Make Your Money Work Harder?
Recent Articles and Financial Insights
Check out the latest from our local financial advisors in Tampa
Estate Planning for Business Owners 101: Protecting Your Legacy and Business Future
John Troncoso
Retirement Plans for Business Owners: How to Choose the Best One For Your Business
AkronWeb
SIMPLE IRA Explained for Business Owners: What You Need to Know (Plus Contribution Limits for 2025)
