FAQ

We provide disciplined, customized wealth management by creating and overseeing investment portfolios that align with your financial goals, risk tolerance, and long-term objectives. Our strategy is grounded in sound investment principles and ongoing market analysis.

Our certified financial planners work with you to develop a holistic financial plan. This includes budgeting, retirement planning, investment planning, and strategies for achieving your long-term goals — all tailored to your unique life stage and circumstances.

Through Jaffe Tilchin Independent Insurance Services, we provide an independent perspective on insurance markets. Our solutions span life, property, casualty, auto, homeowners, business, and other coverage options — designed to protect what matters most to you.

We serve individuals, families, institutions, and corporations across multiple states, offering tailored investment, financial planning, and insurance solutions based on each client’s goals and needs.

We operate as fiduciaries — meaning your interests always come first — and focus on earning long-term trust with disciplined planning, proactive communication, and customized strategies to grow, preserve, and protect your wealth.

Yes. Our insurance professionals work with you to design coverage that fits your life stage and financial plan, from life insurance and risk management to property and auto policies — giving you greater peace of mind.

You can schedule a consultation with our team to discuss your financial goals and needs. We’ll work with you to craft a personalized plan — whether it’s wealth management, financial planning, or insurance solutions.