Jaffe Tilchin Wealth Management of Lake Magdalene

Jaffe Tilchin Wealth Management of Lake Magdalene is a financial planner in Lake Magdalene, FL, providing investment management, insurance services, and financial planning to individuals, institutions, and corporations across 39 states and Canada. The firm specializes in customizing and overseeing investment portfolios based on clients’ personal financial goals, needs, and objectives, with a focus on growing, preserving, and protecting wealth while managing risk. It serves over 800 private clients through its wealth management division and more than 5,000 personal and corporate clients through its risk management and insurance services. The firm is headquartered in Tampa, Florida, and operates with a disciplined, client-driven approach grounded in tailored solutions. It holds a 4.90 rating based on customer reviews.

The firm is an independently owned Registered Investment Advisor with a team of more than 55 professionals, each bringing specialized skills and a commitment to client success. It operates under a fee-only structure, ensuring alignment with clients’ interests. As a fiduciary, it commits to acting in clients’ best interests, managing assets prudently, and maintaining independence from external shareholders, banks, or brokerage firms. The firm partners with Fidelity to ensure asset safety and access to advanced technology platforms. It emphasizes core values such as earning trust, practicing discipline, providing peace of mind, accommodating change, and practicing what it preaches.

The business is located on N Florida Ave in Tampa, FL. It is situated in a commercial corridor near the intersection of Florida Avenue and the nearby stretch of the Selmon Expressway, with access to major regional routes. The area includes nearby government and civic facilities, though specific landmarks are not listed in the available data.

Jaffe Tilchin Wealth Management is recognized for its well-documented online presence, clear communication of services, and consistent business information across platforms. Its strong reputation is reflected in its high customer rating and its leadership recognition, including the appointment of John Troncoso as CEO, spotlighted by the Tampa Bay Business Journal. The firm is known for its client-focused philosophy, fiduciary commitment, and long-standing service in the Tampa region.

As a trusted financial advisor in Lake Magdalene, Jaffe Tilchin Wealth Management supports clients in building lasting financial security through personalized, disciplined strategies.