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  3. Our Philosophy

Our Philosophy

Someone on a famous TV series once said, “Just the facts, ma’am.” And that’s where we start. We gather the facts. And we let those facts, along with other pertinent information about our clients and their families, drive our recommendations. We do NOT believe in a “one size fits all” approach, and neither should you.

You will never hear us discuss products or specific investment recommendations in the first meeting. We believe we are here to listen. To get a real sense of your values, your beliefs, and where you and your family are, financially. Only then can we responsibly begin to put together a plan for your family’s financial future.

But we find that while no two clients are the same, they all want similar assurances: that their advisors will be responsible stewards of their family’s resources, taking into consideration all the areas of financial planning that can independently affect their future. Our guiding force in this process is Your Personal Timeline. Everyone has one, and we think of it like a roadmap, referring to it often as big, important decisions come up along the way.

 

About Us

  • Our Team
  • Our Philosophy
  • Our Community
  • CFP®
  • Your Personal Timeline

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

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  • 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)

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