Jaffe Tilchin Wealth Management is a financial services firm based in Tampa, Florida, specializing in integrated wealth management, insurance, and financial planning. Founded in 2007 by Lou Tilchin and Scott Jaffe, the firm manages approximately $375 million in assets with a team of 28 professionals. It operates with Fidelity as its sole custodian, ensuring secure and efficient asset management. The firm offers a range of services, including customized portfolio management, retirement plan consulting, and independent insurance solutions. Their financial planning services are provided by Certified Financial Planners (CFPs) who focus on retirement, tax, and estate planning to help clients achieve long-term financial security. Jaffe Tilchin Wealth Management serves individuals, families, and businesses, emphasizing personalized strategies to meet unique financial goals and risk management needs.