Troncoso Group
Belleair, US · Founded 2024 · Florida LLC
The Troncoso Group is a wealth management practice offering portfolio management, financial planning, tax minimization, estate planning, and insurance advisory to high-net-worth clients including business owners, medical professionals, federal employees, and retirees. Part of Florida-based Jaffe Tilchin Wealth Management, it is based in Tampa and serves clients across the United States.
Founders & leadership
Troncoso Group was founded in 2024 by John Troncoso.
JT
John TroncosoFinancial Advisor (CFP, CRPC, CPWA)
Reported raises · per SEC filings
Form D private placements$1M disclosed across 1 round · 2024
▶$1MraisedJul 2024 · 2 investors · OtherRule 506(b)
▶$1MraisedJul 2024 · 2 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- John TroncosoExecutive Officer
- Offering amount
- $20M
- Amount sold
- $1M
- Minimum investment
- $500K
- First sale
- Jun 2024
- Incorporated
- Limited Liability Company, Florida, 2024
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlapInteractive Strength Acquires Ergatta363 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
SmartAsset320 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Kiplinger318 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Intuit®247 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Carry165 shared keywordsCarry is an investment platform offering tax-advantaged retirement accounts—including Solo 401(k)s and IRAs—aimed at self-employed individuals and high-income professionals in the U.S. It combines automated Roth conversions, a roboadvisor, cash-management (Smart Yield), and access to stocks, ETFs, alternatives, and crypto within retirement accounts.
Wellsfargo155 shared keywordsWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.
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In the news
Frequently asked questions
- What does Troncoso Group do?
- The Troncoso Group is a wealth management practice offering portfolio management, financial planning, tax minimization, estate planning, and insurance advisory to high-net-worth clients including business owners, medical professionals, federal employees, and retirees. Part of Florida-based Jaffe Tilchin Wealth Management, it is based in Tampa and serves clients across the United States.
- Who founded Troncoso Group?
- Troncoso Group was founded by John Troncoso in 2024.
- How much funding has Troncoso Group raised?
- Troncoso Group has disclosed $1M raised across 1 round.
- Where is Troncoso Group headquartered?
- Troncoso Group is headquartered in Belleair, US.