Jaffe Wealth Management & Consulting Inc is listed as a financial planner at 6363 Poplar Ave #405, Memphis, TN. The firm's website describes services such as wealth management, risk management, tax, estate, cash, philanthropy and value added services.
Contact the business directly to verify current services and availability.
CFP® professional on staff
SEC Registered Investment Advisor through Silver Oak Securities, Inc.
Located in Memphis, TN
Services
Wealth Management
Investment management and financial planning services offered through Silver Oak Securities, Inc., an SEC Registered Investment Advisor.
Risk Management
Advisory services addressing insurance and risk-related financial planning needs.
Tax Services
Financial planning guidance related to tax considerations as part of comprehensive wealth management.
Estate Planning
Planning services addressing estate and wealth transfer considerations within the financial planning process.
Cash Management
Advisory services related to cash flow and liquidity planning as part of the firm's financial planning offerings.
Philanthropy Planning
Guidance on charitable giving and philanthropic strategies as part of comprehensive financial planning.
Credentials & Certifications
SEC Registered Investment Advisor through Silver Oak Securities, Inc.
CFP® professional on staff
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What services does Jaffe Wealth Management & Consulting Inc offer? +
The firm offers wealth management, risk management, tax, estate, cash, philanthropy and value-added services through Silver Oak Securities, Inc.
Who are the key team members at the firm? +
The team includes Edwin Jaffe as President, Bridget Jaffe as Vice President Administration, Rob Jaffe CFP MSPFP as Financial Advisor, and Lauren Booton as Client Service Manager.
Through which entity are securities and investment management services offered? +
Services are offered through Silver Oak Securities, Inc., an SEC Registered Investment Advisor and Broker/Dealer, Member FINRA / SIPC.
Where is Jaffe Wealth Management & Consulting Inc located? +
The firm is located at 6363 Poplar Ave Suite 405, Memphis, TN 38119.
5.0
