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Wealth Management/Investments
Jaffe Tilchin Wealth Management works to optimize individual portfolios to meet our clients’ personal goals and objectives. We partner our clients’ vision of investment success with our principles and expertise by developing a framework aimed at accomplishing goals with the highest margin of success. We distinguish our success as incumbent on fostering long-term, enduring relationships with our clients. Jaffe Tilchin’s fee-based portfolio management structure facilitates the principles inherent with keeping our clients’ best interest at heart.
Risk Management/Insurance
Jaffe Tilchin Independent Insurance Services provide our clients with an independent perspective of a dynamic insurance marketplace. Through years of business with over 100 insurance carriers, we offer a full spectrum of risk management programs and work to deliver competitive pricing in partnership with value analysis.
Jaffe Tilchin provides expertise in insurance including:
• Property and Casualty…Homeowners, Flood, Renters, Wind, Umbrella Liability, Auto & motor Vehicle, Boat/Yacht & Jet Ski, Motorcycle, RV, Condominium
• Life, Term, Universal, Variable and Whole Life, Variable Universal Life
• Individual Health & Disability Insurance
• Business Insurance, Owners Policies, General Liability, Commercial Property, Commercial Auto, Builders Risk, Professional Liability/Errors & Omissions, Construction Equipment, Employment Practices, Crime & Dishonesty Policies, Bonds, D&O, Workers Compensation, USL&H, Ocean Marine/Cargo, Inland Marine
• Medical Malpractice Liability Insurance
Our Employment Benefits Expertise
Jaffe Tilchin Insurance Services offers our clients a comprehensive suite of Employee Benefit products and planning tools by providing employers with a cutting edge advantage for Employee Recruitment in the market.
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