How AI describes Troncoso Group

The Troncoso Group is a Tampa-based fiduciary wealth management firm offering financial planning, retirement planning, investment management, estate planning, tax planning, and education planning as part of Jaffe Tilchin Wealth Management, serving clients across the U.S. They emphasize transparency with no hidden fees and provide advanced guidance from advisors with CFP®, CPWA®, and CRPC designations, targeting business owners, professionals, federal employees, pre-retirees, retirees, widows, and executives. They manage over $1.9 billion in assets for high-net-worth clients and invite prospective clients to schedule a complimentary consultation, with affiliations to Jaffe Tilchin Investment Partners and APW Capital (FINRA/SIPC).