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 45 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
We provide Investment Services to over 400 private clients that include individuals, institutions, and corporations across 39 states and Canada. Our Risk Management and Insurance Services Division serves over 5,000 personal and corporate clients across 27 states.
We specialize in customizing and overseeing our clients? investment portfolios based on their personal financial goals, needs and objectives. Our in-depth research and analysis applies scientific investment theory to current market conditions. We provide a fee-based portfolio management structure, which facilitates principles inherent with keeping our clients? best interest at heart and sustaining long-term client relationships.
Our experienced risk managers are uniquely qualified to protect and preserve our clients? tangible assets by managing exposure to liability and loss. Our insurance services division can implement a full range of coverage with over 100 insurance carriers. Through our objective and independent process, we strive to deliver competitive pricing and significant value to our clients.