Jaffe Tilchin Investment Partners, LLC
SEC RegisteredWelcome to Worry-Free Retirement Planning.
About the firm
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm focused on helping clients achieve prosperity and peace of mind throughout their life journey. The firm has assembled a team of more than 55 professionals and seeks to align its interests and goals with clients through thoughtful and unbiased guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including customizing and overseeing clients' investment portfolios; independent insurance services providing an independent perspective of the insurance marketplace; and financial planning to help individuals address financial obligations while saving.
Who they serve
Individuals facing unique financial challenges, including those seeking retirement planning, investment portfolio management, and insurance services.
Leadership
Office locations
Advisors at this firm
35 advisors in the directory
Regulatory & compliance
Data as of July 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jaffe Tilchin Investment Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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