Jaffe Tilchin Wealth Management

Q: What is Jaffe Tilchin Wealth Management's company size?

Jaffe tilchin wealth management has 11 - 50 people working.

Investment Management

Specialities :

Wealth management

Retirement plan consulting

Retirement planning

Investment management

Investment portfolio construction

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management. We are a boutique private wealth management firm that is passionately committed to our clients success. Securities offered through Comprehensive Asset Management and Servicing Inc. (CAMAS), 1-800-637-3211. Member FINRA/SIPC/MSRB - Advisory services offered through Jaffe Tilchin Investment Partners, LLC. - Jaffe Tilchin Investment Partners, LLC is independent of CAMAS

Contact Information

Tampa , Florida , United States

jennifer@jaffetilchin.com

jaffetilchin.com

Jaffe Tilchin Wealth Management Org Chart

Employees

Total Employees:
35

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others34

Employees Working At Jaffe Tilchin Wealth Management

Scott Jaffe

Director of Investment Management

Brett Witkowski

Portfolio Manager

Cristian Troncoso

Associate Financial Advisor

Allison Roper

Registered Client Service Associate

Matt Rush

Investment Advisor

Jaffe Tilchin Wealth Management Email Formats

Structure	Email Format
<first><l>@	John@jaffetilchin.com
<first>@	John@jaffetilchin.com

Buyer Intent

Pain Points	Locations	Technologies
Database Administration	Belleair Beach, FL	operations, communication, financial
Digital Transformation	Belleair Beach, FL	operations, communication, financial
Logistics	Belleair Beach, FL	operations, communication, financial
Microsoft Technologies	Belleair Beach, FL	operations, communication, financial
Support	Belleair Beach, FL	operations, communication, financial

Trigger

Tech Stack Used By Jaffe Tilchin Wealth Management

A quick view of products employed by Jaffe Tilchin Wealth Management

Google analytics

Android

Animate

Canvas

Flex

Jobs at Jaffe Tilchin Wealth Management

Hiring 2025-01-05 16:13:58

Personal Assistant

Belleair Beach, FL

Job Title: Personal AssistantLocation: Belleair/Pinellas, FloridaEmployment Type: Part-Time (20-2...

Frequently Asked Questions About Jaffe Tilchin Wealth Management

What does Jaffe tilchin wealth management do?+

What are Jaffe tilchin wealth management's specialties? +

Wealth management,retirement plan consulting,retirement planning,investment management,investment portfolio construction,insurance: business,and insurance: personal