About Us
Who We Are
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. Our firm has assembled a uniquely talented and seasoned team of more than 55 professionals, each of whom bring specialized skills and is passionately invested in our clients futures. We seek to align our interests and goals with our clients through thoughtful and unbiased guidance. When we succeed our clients succeed.
Who We Serve
- High-Net-Worth Individuals
- Medical Professionals
- Athletes
- Executives
- Entrepreneurs
Our Experienced Professional
Have Helped People Just Like You!
At Jaffe Tilchin, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We Can Help You Address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We Also Can Answer Your Questions, Including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Services We Offer:
- Wealth Management
- Retirement Planning
- Financial Planning
- Investment Planning
- Estate Planning
- Education Planning
- Tax Planning
Meet The Team
The Troncoso Group
John Troncoso
John is a Senior Advisor on our team and a main point of contact for clients. Scott, Matt, and John lead our team in making the most suitable recommendations based on each individual's financial goals.
John holds the following designations, all of which are notable within our field: Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), Certified Private Wealth Advisor® (CPWA), FCEE Board of Directors, and John’s Hopkins All Children's Hospital Board Member
Scott Jaffe
Scott is our Director of Investment Management and Lead Advisor. He has 34 years of industry experience and began his partnership with John in 2016, 11 years after starting Jaffe Tilchin with his long-time friend and business partner, Lou Tilchin.
Matt Rush
Financial Advisor
Grace Pellegrino
Financial Advisor Assistant
Allison Roper
Purpose and Core Values
Our Purpose
We will provide a disciplined approach in growing, preserving and protecting wealth while managing risk through designed customer driven and tailored solutions which will contribute to the financial well-being of our clients.
Core Values
- EARN TRUST
- BE DISCIPLINIED
- PROVIDE PEACE OF MIND
- ACCOMMODATE CHANGE
- PRACTICE WHAT WE PREACH
What Should Our Core Values Mean To You?
EARN TRUST: We are Fiduciaries. Your interest will always come first and every decision we make will have a positive impact on you. We have a duty to operate our firm on a covenant of good faith. Our sincere intentions and behaviors will always aim to contribute to a positive outcome for you, your family, and your beneficiaries.
BE DISCIPLINED: The investment model and methods that we adhere to are flexible and fundamentally sound strategies that will work to meet your investment goals and minimize risk. We understand that no approach is 100% guaranteed to produce positive results during all market conditions, but we are committed to our approach and the data that drives our recommendations for your specific needs.
PROVIDE PEACE OF MIND: We will provide insurance and risk management options that contributes to the peace of mind that comes with protecting your loved ones long into the future. We understand that insurance helps provide forms of security, so you achieve another layer of financial well-being.
ACCOMMODATE CHANGE: Everyone needs a roadmap for finding a successful financial future and our approach to accommodate the transitions of your life are just part of what we do. We recognize that even the most carefully made plans can go awry. Regular communication is paramount in adapting your retirement and financial planning to ensure harmony and passage from stage to stage of your life
PRACTICE WHAT WE PREACH. We recognize that our team is our most important asset. We invest time and treasure in them so they will provide our clients with a world class client experience.
At Jaffe Tilchin, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We Can Help You Address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We Also Can Answer Your Questions, Including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
