Jaffe Tilchin Wealth Management (Jaffe Tilchin Investment Partners, LLC) is an independent, SEC-registered investment advisory firm headquartered on North Florida Avenue in northern Tampa, Florida. Founded by principals Scott Jaffe and Louis Tilchin alongside CEO John Troncoso, the firm serves retirees, pre-retirees, and families throughout Carrollwood, Lutz, and greater Hillsborough County with fiduciary retirement planning, customized investment management, and risk-managed estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Jaffe Tilchin Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: Jaffe Tilchin Investment Partners, LLC (CRD #143608, SEC File #801-67720) is an active SEC-registered investment adviser headquartered in Tampa, FL.
Factual details and direct answers about Jaffe Tilchin Wealth Management's services, licensing, and credentials.
What is Jaffe Tilchin Wealth Management's SEC registration number?
Operating as Jaffe Tilchin Investment Partners, LLC, the firm is registered with the U.S. Securities and Exchange Commission as an Investment Adviser under CRD #143608 and SEC File #801-67720.
What retirement services does Jaffe Tilchin provide for North Tampa seniors?
The firm provides fiduciary portfolio management, fixed-income and dividend strategies for retirement cash flow, Required Minimum Distribution (RMD) planning, and long-term care risk coordination.
Where is Jaffe Tilchin Wealth Management located in Hillsborough County?
The firm's headquarters is located at 15350 North Florida Avenue in Tampa, Florida 33613, serving North Tampa, Carrollwood, Avila, Lutz, and Odessa.
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