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About
Lou Tilchin is the Founder and a Managing Partner at Jaffe Tilchin Wealth Management, based in Tampa, FL. With over three decades of experience, he leads the firm’s wealth management, risk management, and insurance services, providing strategic oversight and tailored solutions to high-net-worth individuals, families, and institutional clients. His role emphasizes a personalized approach, collaborating with a team of advisors to design comprehensive investment portfolios aligned with clients’ specific financial objectives.
Tilchin began his career by establishing Tilchin Financial in 1994 and became a pioneer in the independent advisory space before co-founding Jaffe Tilchin Wealth Management in 2007. Under his leadership, the firm has expanded custodial partnerships and grown to manage diversified traditional and bespoke portfolios including stocks, bonds, mutual funds, ETFs, options, and structured notes, with a strong emphasis on risk management and multi-custodial strategies. He is also involved in community initiatives through the Jaffe Tilchin Foundation.
A graduate of the Florida State University College of Business with a BS in Business, Lou Tilchin’s professional expertise spans asset management, wealth management, retirement planning, insurance solutions, and estate conservation. He is recognized for his innovative leadership, ability to adapt to evolving market trends, and commitment to delivering a broad array of financial planning services to clients in Florida and beyond.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jaffe Tilchin Wealth Management | Managing Partner | Unknown to Present | — |
| Tilchin Financial | Owner | Nov 1994 to Apr 2007 | — |
Education
Florida State University
BS, Business
1981 — 1985
Florida State University - College of Business
1981 — 1985
Skills & Expertise
Others at Jaffetilchin Investment Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Tampa, FL , United States | |
| Partner | Tampa, FL , United States |
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