Jaffe Tilchin Wealth Management

What Jaffe Tilchin Wealth Management does

Jaffe Tilchin Wealth Management is a Tampa, Florida-based private wealth management and insurance advisory firm serving individuals, families, institutions, and corporations. The firm operates through two core subsidiaries, Jaffe Tilchin Investment Partners (a Registered Investment Advisor) and Jaffe Tilchin Independent Insurance Services, and also offers Shariah-compliant investing through Dasankop & Associates, as well as dedicated advisory teams such as the Witkowski-Wright Team and The Troncoso Group. Securities are offered through a third-party broker-dealer, APW Capital, Inc. (Member FINRA/SIPC).

The firm's product surface is built around three integrated services: customized wealth management portfolios, holistic financial planning (budgeting, retirement, investment planning), and an independent insurance marketplace covering life, property, casualty, auto, homeowners, and business coverage. Investment solutions range from internally managed model portfolios (primarily ETFs, stocks, mutual funds across multiple risk profiles) to bespoke portfolios using derivatives, structured notes, and individual bonds, alongside third-party managed account options. No proprietary technology platform is disclosed; the firm relies on industry-standard custodian platforms (Fidelity, TD Ameritrade/Schwab, Raymond James) and standard advisory tooling.

The business model is a hybrid of recurring AUM-based investment advisory fees and insurance commissions, sold via a direct field-sales motion through more than 55 licensed advisors and insurance professionals. The firm distributes through three custodians for client flexibility, recruits advisors nationwide, and has begun geographic expansion beyond Tampa, with an Atlanta-based advisor onboarded in 2024. Marketing is content-led through blog posts, weekly YouTube market updates, and email/text alerts. Ownership has transitioned internally since founding (Lou Tilchin and Scott Jaffe, 2007), with key members admitted as equity partners in 2016 and John Troncoso named CEO to lead the next growth phase.

Name

Jaffe Tilchin Wealth Management

Legal name

Jaffe Tilchin ADVERTISING COOPERATIVE OF TAMPA BAY INC

Website

https://jaffetilchin.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Jaffe Tilchin Wealth Management is a Tampa-based private advisory firm offering wealth management, financial planning, and insurance services to individuals, families, institutions, and corporations through a team of 55+ professionals operating across three custodians.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (524210)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Insurance advisory services
• Registered investment advisor

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management and Advisory Fees: The firm generates revenue through investment management and advisory services, operating as a Registered Investment Advisor through Jaffe Tilchin Investment Partners. Representatives also offer securities through APW Capital, Inc., a broker-dealer.
2. Insurance Services: Jaffe Tilchin Independent Insurance Services provides insurance products including life, property, casualty, auto, homeowners, and business coverage, earning commissions on insurance products sold.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Jaffe Tilchin Wealth Management is an investment management and insurance services advisory firm delivering customized wealth management, financial planning, and insurance solutions to individuals, families, institutions, and corporations. The firm operates through its Registered Investment Advisor (Jaffe Tilchin Investment Partners) and its insurance arm (Jaffe Tilchin Independent Insurance Services), offering portfolio management, retirement planning, estate planning, and access to life, property, casualty, auto, homeowners, and business insurance coverage.

Product overview

Jaffe Tilchin Wealth Management operates as a unified wealth management advisory firm offering three integrated core services: Wealth Management (customized portfolio management), Financial Planning, and Insurance Services. The firm's proprietary platform, Jaffe Tilchin Investment Partners (JTIP), serves as the RIA infrastructure through which advisors operate. The firm also houses specialized sub-brands including Dasankop & Associates (Shariah-compliant investing), the Witkowski-Wright Team, and The Troncoso Group. Investment solutions range from model portfolios managed internally to bespoke portfolio options including derivatives and structured notes, with managed account solutions available through both internal and third-party managers. All services are delivered through a network of over 55 professionals across multiple states.

Differentiator

Problem solved

Functional benefit

Brands

• Jaffe Tilchin Foundation: Community charity foundation established in 2023 to help underprivileged families, children, and veterans.

Products and services

• Wealth Management Customized investment portfolio management aligned with clients' financial goals, risk tolerance, and long-term objectives, grounded in disciplined investment principles and ongoing market analysis. Designed for individuals, families, institutions, and corporations seeking tailored investment solutions.
• Financial Planning Holistic financial planning services including budgeting, retirement planning, and investment planning, tailored to clients' unique life stages and circumstances, delivered by certified financial planners.
• Insurance Services Independent insurance advisory services providing clients access to life, property, casualty, auto, homeowners, business, and other coverage options through Jaffe Tilchin Independent Insurance Services.
• Dasankop & Associates (Shariah-Compliant Investing)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered supporting, minor and core.

• Raymond JamessupportingTechnology or Integration · 1 January 2023Added as a third custodian in 2023, offering strong local presence and unique banking solutions not available through existing custodians Fidelity and TD Ameritrade.
• Hillsborough County SchoolsminorStrategic or Co-development Partner · 1 January 2023The Jaffe Tilchin Foundation partners with Hillsborough County Schools for its flagship Thanksgiving Turkey Harvest event, which has provided thousands of Thanksgiving meals to underprivileged families.
• TD Ameritrade (now Charles Schwab)supportingTechnology or Integration · 1 January 2012Added as a second custodial option in 2012 following the great recession. Provides clients an alternative custodian option and the ability to diversify custodians for additional diversification in financial planning.
• Fidelity InvestmentscoreTechnology or Integration · 1 January 2007Fidelity is the primary custodian for client assets, established when the firm was founded in 2007 with $375 million in assets held at Fidelity. Fidelity serves as the primary custodial platform for the firm's investment management operations.

Scale indicators2 records

Recent moves11 records

Expansion highlights5 records

Direct peers

• The Hilb Group: Insurance and financial services firm offering wealth management, insurance brokerage, and advisory services. Comparable hybrid RIA+insurance structure, particularly in personal and commercial lines.
• Kestra Financial: Independent wealth platform providing advisory, brokerage, and insurance solutions to a network of financial professionals. Closely comparable mid-sized hybrid platform with advisor-affiliation model.
• Private Advisor Group: Independent wealth management firm supporting financial advisors with RIA and broker-dealer infrastructure. Comparable mid-sized hybrid platform serving individual and institutional clients.
• SageSpring Wealth Partners: Mid-sized independent RIA offering wealth management, financial planning, and tax services. Closely comparable in scale and segment focus, with similar hybrid advisory model.
• Mason Investment Advisory Services: Mid-sized independent RIA providing wealth management and financial planning with a multi-advisor team model. Comparable in scale and service breadth, with a similar fee-based fiduciary approach.

Broad incumbents

• Carson Group: Wealth management firm that partners with independent advisors and offers investment, insurance, and coaching services. Closely comparable hybrid RIA+insurance model with advisor-affiliation GTM.
• HighTower Advisors: National RIA serving high-net-worth and ultra-high-net-worth clients with wealth management and consulting. Comparable fiduciary advisory focus though materially larger and advisor-partnership led.
• Cetera Financial Group: Wealth management hub supporting thousands of advisors across multiple broker-dealer and RIA affiliations. Comparable multi-channel distribution and integrated investment + insurance offerings.
• Mariner Wealth Advisors: Large independent RIA offering wealth advisory, financial planning, and insurance-adjacent services. Comparable as an integrated advisory+protection firm, though materially larger and national in scope.
• Creative Planning: Full-service RIA providing wealth management, tax, estate, and financial planning nationwide. Comparable multi-service model with fiduciary positioning and broad product shelf.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UC-Jd5OMOK1zog0KEj7JAz_g
• Facebookfacebook.com/JaffeTilchin
• LinkedInlinkedin.com/company/jaffe-tilchin-wealth-management

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jaffe Tilchin Wealth Management