Dasankop & Associates - Jaffe Tilchin

Welcome To Dasankop & Associates

Experience, Integrity, and Trust

Our Mission

To offer disciplined, values-aligned wealth management through smart technology and outstanding service that supports our clients’ financial goals while growing and preserving wealth.

Client-First Approach

Our mission is to act in your best interest, offering guidance and strategies that prioritize your financial well-being.

Trusted Partnership

Our platform partners deliver secure, cutting-edge technology and full transparency, giving you peace of mind every step of the way.

Independent Advisory

As an independent advisory firm, we are free from external influence — focused solely on your goals

Ethical Strategy

We believe in investments rooted in integrity, responsibility, and long-term value — not just short-term gains.

Fee Based

As we are Fee-only we are not incentivized to recommend a specific product, allowing for more unbiased advice

Halal Investing

Disciplined investment strategies that ensure business and financial activities are aligned in accordance with Shariah compliant principles.

At Dasankop and associates, we believe that investing should reflect more than just numbers — it should reflect principles. Our approach is rooted in integrity, transparency, and long-term value creation. We focus on responsible strategies that align with our clients’ goals and values while maintaining a disciplined, risk-aware investment philosophy.

We partner with individuals, families, and institutions to deliver customized solutions that promote financial growth through ethical and thoughtful decision-making. Whether you're planning for tomorrow or building for generations ahead, we’re here to guide you with clarity, purpose, and trust.

Our team recognizes the distinctive financial challenges and long-term objectives of each client. We offer a comprehensive range of services aimed at safeguarding, expanding, and transferring wealth while aligning all facets of their financial journey.

Ethical and Responsible Investment Strategies
Client-Centered Financial Solutions
Sustainable, Long-Term Growth Focus
Avoidance of Excessive Risk and Speculation
Transparent and Value-Based Advisory

Our investment philosophy is guided by discipline, ethics, and long-term perspective. We believe in strategies that are transparent, risk-aware, and focused on real value — not speculation.

We work closely with each client to understand their unique financial needs and craft personalized solutions that emphasize responsible growth, stability, and impact. We aim to invest in what’s meaningful — not just what’s profitable.

We avoid excessive risk, prioritize financial health over short-term trends, and ensure that our strategies reflect both opportunity and integrity.

Ethical Investing

We are proud to share that the Tampa Bay Business Journal has spotlighted Jaffe Tilchin Wealth Management's new CEO, John Troncoso! His leadership and vision are driving the firm's rapid growth and guiding it through a generational shift in the wealth management industry.

John's promotion reflects both his track record of expansion and his forward-looking approach in an industry that's evolving quickly with technology and a new wave of clients.

Shariah Investment Process

Our Shariah criteria are developed by identifying similarities across several different Islamic advisory boards.

Sector-Based Screens

Business activities related to the following are excluded: Pork, Alcohol, Gambling, Financials, Advertising, Media, Pornography, and Tobacco.

Accounting/Financial-Based Screens

For a company to be included in the portfolio, the following ratio must be
Less than 33% - Total debt divided by trailing 12-month average market capitalization
Less than 33% - The sum of the company’s cash and interest-bearing securities divided by trailing 12-month average market capitalization
Less than 45% - Accounts receivables divided by trailing 12-month average market capitalization
Less than 5% - Revenue from Haram sources

We use technology to screen and monitor a pool of US and international stocks.