Jaffe Tilchin Investment Partners

Overview

Jaffe Tilchin Investment Partners is a wealth management firm based in Tampa, Florida, offering personalized investment strategies and financial planning services. The firm specializes in customizing and overseeing clients' investment portfolios based on their personal financial goals, needs, and objectives. Their services include investment management, insurance services, and financial planning, aiming to help clients achieve prosperity and peace of mind throughout their life journey. The firm's investment approach is disciplined, focusing on growing, preserving, and protecting wealth while managing risk through tailored solutions. They serve over 800 private clients, including individuals, institutions, and corporations across 39 states and Canada. Their risk management and insurance services division serves over 5,000 personal and corporate clients across 27 states. Jaffe Tilchin Investment Partners emphasizes core values such as earning trust, being disciplined, providing peace of mind, accommodating change, and practicing what they preach. They are committed to aligning their interests and goals with their clients through thoughtful and unbiased guidance, ensuring that when they succeed, their clients succeed.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies