Welcome To The Troncoso Group
A Jaffe Tilchin Partner
John Troncoso is a partner of Florida-based Jaffe Tilchin Wealth Management. His team works with high net worth clients including athletes, C-Suite executives, entrepreneurs and medical professionals and focuses on wealth management and investing, business monetization, asset protection and tax minimization. The Troncoso Group provides a disciplined approach in growing, preserving and protecting wealth while managing risk through individually designed customer driven and tailored solutions which contribute to the financial well being of their clients.
Wealth Management
We specialize in customizing and overseeing our clients’ investment portfolios based on their personal financial goals, needs and objectives.
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Retirement Planning
Our Retirement Plan Consulting platform helps business owners and plan sponsors provide retirement plan tailored to their needs. This service includes plan review, asset allocation, manager selection, participant enrollment, monitoring and reporting.
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Financial Planning
Managing your finances can be overwhelming and stressful. That's why we offer a range of financial planning services to help you take control of your money and reach your financial goals. Our team of certified financial planners (CFP®) has the expertise and experience to guide you through every step of the process, from setting up a budget and creating a long-term financial plan to investing for the future and maximizing your retirement savings.
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Investment Planning
Our all-inclusive investment planning service is tailored to suit your current and future needs, and help you achieve your financial goals throughout every stage of life. By assessing your net worth and cash flow, we can adjust your existing investment strategies to ensure that your retirement plan, including your risk management plan and tax reduction strategies, are in line with your financial goals.
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Estate Planning
We can assist with the creation of a comprehensive estate plan to protect your assets and provide for your loved ones in the event of your death.
No matter what your financial goals may be, our team is here to help you create a plan to achieve them. Contact us today to schedule a consultation and start taking control of your financial future.
No matter what your financial goals may be, our team is here to help you create a plan to achieve them. Contact us today to schedule a consultation and start taking control of your financial future.
Learn More About Our Estate Planning Services
Education Planning
Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. We offer a range of investment options and tax-efficient strategies to assist in funding higher education. As your dependable advisor, our expertise and professional guidance can assist you in evaluating the tax benefits, ownership structure, risk, and contribution limits - including what to do with any remaining education funds if your student earns a scholarship.
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Tax Planning
Taxes are a complex challenge for any individual. We work with your tax advisor to ensure that tax consequences are minimized through appropriate planning. In addition to utilizing tax efficient investments, we also focus on low turnover, strategically managing your portfolio to reduce the tax impact of capital gains.
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