Updated November 20, 2023
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Jaffe Tilchin Investment Partners, LLC

Investment Advisor Firm
Total assets under management$1.2B
Years in business30+

About Jaffe Tilchin Investment Partners, LLC

Jaffe Tilchin Investment Partners, LLC is a boutique private wealth management firm based in Tampa, Florida. With a dedicated team of over 55 professionals, the company offers investment and risk management services to clients across the United States and Canada.

The firm's core values are centered around earning trust, being disciplined, providing peace of mind, accommodating change, and practicing what they preach. As fiduciaries, Jaffe Tilchin Wealth Management prioritizes its clients' interests and operates with good faith to ensure positive outcomes for clients and their beneficiaries.

Their disciplined approach to investment management focuses on flexible strategies that aim to meet clients' goals while minimizing risk. While no approach can guarantee favorable results in all market conditions, Jaffe Tilchin Wealth Management is committed to using data-driven recommendations tailored to clients' needs.

In addition to investment services, the company also offers risk management and insurance services. They understand the importance of protecting loved ones long into the future and provide options for peace of mind. Jaffe Tilchin Wealth Management also recognizes that life transitions can impact financial planning. To that end, the firm emphasizes regular communication with clients to adapt retirement and financial plans accordingly, ensuring harmony and smooth progression through different stages of life.

The company values its team as its most important asset and invests in its development to provide clients with a world-class experience. With a focus on client success, Jaffe Tilchin Investment Partners strives to align their interests and goals with their clients. Through thoughtful guidance, unbiased advice, and tailored solutions, they aim to grow, preserve, and protect wealth while managing risk for their diverse clientele.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Services
  2. Risk Management
  3. Insurance Services
  4. Financial Planning
  5. Retirement Planning
  6. Tax Optimization

More about Jaffe Tilchin Investment Partners, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14360828

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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