Skip to main content

  • Home
  • About Us
    • Our Team
    • Our Philosophy
    • Our Community
    • CFP®
    • Your Personal Timeline
  • Our Services 
    • Wealth Management
    • Risk Management
    • Tax
    • Estate
    • Cash
    • Philanthropy
    • Value Added Services
  • Noteworthy/Resources
    • Firm Footing
    • Videos
    • White Papers
    • Worth Reading
  • Client Portal
  • Contact

    You are here

  1. Home
  2. Comprehensive Financial Planning

Comprehensive Financial Planning

Clients come to us from all walks of life, with all different backgrounds and understandings of what a financial advisor does. The truth is, we do it all.

Not really, of course. But we do try to be involved in many areas of a client’s financial picture. These areas include, but are not limited to:

  • Investment Planning
  • Insurance Planning (Life, Health, Disability, LTC, Medicare)
  • Estate Planning
  • Tax Planning
  • Retirement and Education Planning
  • Medicare
  • And More.

While many others in our industry focus on one or two of these areas, we believe each and every aspect plays an integral role in the overall plan. And, like dominoes, if one falls it often leads to chaos in other areas. We believe there is a real value in allowing your advisor to “quarterback” all these different areas of the financial plan, so they all work in concert.

We work with and alongside qualified, reputable professionals, including attorneys, CPA’s, and others to execute on the broader financial plan. It all is done in the spirit of comprehensive, holistic financial planning.

Our Services

  • Wealth Management
  • Risk Management
  • Tax
  • Estate
  • Cash
  • Philanthropy
  • Value Added Services

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

901-753-3886

6363 Poplar Ave.

Suite 405

Memphis, TN 38119

Get to know us

Phone: 901-753-3886

Fax: 901-753-3458

Email:

                  Edwin Jaffe: Edwin@jwmci.com

                  Bridget Jaffe: bpjaffe@jwmci.com

                  Rob Jaffe: rob@jwmci.com

6363 Poplar Ave. Suite 405, Memphis, Tennessee 38119

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities, Investment Management, Financial Planning, and Consulting are offered through Silver Oak Securities, Inc., (SOSI), an SEC Registered Investment Advisor and a Broker/Dealer, Member FINRA/SIPC. Rob Jaffe is an Investment Advisor Representative and Registered Representative.  Edwin Jaffe is an Investment Advisor Representative.  Bridget Jaffe is a Registered Representative.  Insurance products are offered by licensed individuals through independent relationships with various insurance companies.  JWMCI and SOSI are separate entities. 

NPN: Edwin Jaffe (1677586) Bridget Jaffe (8447652) Rob Jaffe (18592949)

Form CRS

Check the background of this firm on FINRA's BrokerCheck

© 2025 Jaffe Wealth Management & Consulting, Inc.. All rights reserved.

Website Design For Financial Services Professionals