Who We Are
The Troncoso Group is a team of client-focused financial advisors in Tampa, part of Jaffe Tilchin Wealth Management, managing over $1.9 billion in assets. With a talented team of 55+ professionals, we deliver specialized guidance to help clients achieve prosperity and peace of mind.
Serving 800+ private clients and 5,000 insurance clients across the U.S. and Canada, we combine the resources of a world-class firm with the personal attention of your local advisor.
Who We Serve
With our financial advisors in Tampa and nationwide, we proudly serve:
- High-Net-Worth Individuals
- Medical Professionals
- Athletes
- Executives
- Entrepreneurs
- Federal Employees
As fiduciaries, we tailor disciplined investment strategies to help you meet your goals while managing risk.
A wealth management team you can trust.
Why Choose The Troncoso Group?
Scale + Service
As part of Jaffe Tilchin ($1.9 billion AUM), we deliver institutional insights with boutique-level care.
Disciplined Investment Process
We stress-test portfolios against market scenarios to ensure you’re positioned for both growth and protection.
Compassionate, Holistic Approach
Our four C’s — Character, Competency, Compassion, Communication — guide everything we do, ensuring you feel supported in all areas of your financial life.
our services
Meet the Team
John Troncoso - Senior Advisor
John Troncoso brings deep experience in helping clients build a strong financial plan through some of the industry's most elite designations: Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), and Certified Private Wealth Advisor® (CPWA).
As an award-winning professional, John is recognized as a 40 Under 40 honoree and has made media appearances on TV and important industry publications.
As a Tampa native with a degree from Cornell University, John is involved in several local non-profit organizations in the Tampa Bay area, including BayCare, Johns Hopkins All Children's Hospital, and the Florida Council of Economic Education.
Scott Jaffe
DIRECTOR OF INVESTMENT MANAGEMENT & LEAD ADVISOR
Scott has 34 years of industry experience and began his partnership with John in 2016, 11 years after starting Jaffe Tilchin with long-time friend and business partner, Lou Tilchin.
Matt Rush
FINANCIAL ADVISOR
Matt specializes in financial planning and business operations. He interacts with clients daily and collaborates with John on the next course of action while assisting with questions on your account, your financial plan, or the market.
Grace Pellegrino
Associate Advisor & Operations Lead
As an associate advisor and operations lead for the team, Grace is responsible for managing client interactions to guarantee their needs are fully addressed, ensuring the seamless execution of all operational activities.
Cristian Troncoso
ASSOCIATE ADVISOR
Cristian specializes in tax planning, collaborating with John to create the best plan for your tax scenarios. He obtained his Master’s in Accountancy and is currently sitting for his CPA. Cristian can assist with any questions regarding your account, taxes, or the market.
Purpose and Core Values
Our Purpose
We provide a disciplined approach in growing, preserving and protecting wealth while managing risk through tailored solutions that contribute to the financial well-being of our clients.
Core Values
- Character
- Competency
- Compassion
- Communication
We look forward to chatting with you and helping you advance in your goals!
