Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.
**Assets Under Management**: AUM data is as of 12/31/2024
**Advisory Fee**: Other custodian and fund expenses may apply. See our Form ADV Part 2A and Fee Schedule for additional information.
RSUs vest, options are set to expire, or a single stock becomes most of your net worth.
Make smart tax, diversification, and timing decisions before an IPO, acquisition, secondary sale, or bonus.
We come prepared. Before any decision is made, we build a complete view of your financial picture - equity exposure, taxes, liquidity, and upcoming deadlines - so critical items aren't missed.
We focus on time-sensitive, hard-to-reverse decisions like equity sales, RSU vesting, liquidity events, or career changes, before deadlines pass, tax treatment is locked in, or options expire.
When it’s time to move, we help you execute with full context - coordinating investments, taxes, and liquidity so tradeoffs are intentional, not accidental.
As your role, compensation, or complexity changes, we adjust decisions with the same context. Not reactively, and not from scratch.
You work with a real human advisor
Clients work 1-on-1 with an experienced advisor, not a rotating support model or automated handoffs.
All the services needed to help you prosper
We handle your investments, equity compensation, tax planning, retirement, cash flow planning, and more.
Experience with the decisions that matter
These aren’t edge cases for us. Our advisors regularly guide clients through equity compensation, liquidity events, and time-sensitive financial decisions.
Fiduciary by design
Titan is a registered investment advisor (RIA), legally required to act in clients’ best interests.
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Director of Wealth Advisory
Prev. Fortis Lux Wealth Management
7 years advising | Series 7, 66
CFP®, Lead Financial Planner
Prev. Range, CAPTRUST, Focus Wealth (previously The Colony Group)
11 years experience | Series 65
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 66
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 63, 65
Vice President, Wealth Advisor
Goldman Sachs Markets Coverage Group
7 years experience | Series 65
Associate, Wealth Advisor
Bank of America Private Bank
5 years advising | Series 7, 66
These companies are experiencing similar wealth creation patterns. We're here to help you capitalize on them.
These examples are illustrative in nature and are not client endorsements or testimonials. They are intended to provide examples of Titan's process. Individual experiences may vary based on unique circumstances. The information contained herein should not be construed as investment advice.
The comparison to a Traditional Wealth Advisor is for illustrative purposes only and is based on industry estimates for typical advisory fees that often exceed 1.00% annually and may require higher minimum investment amounts. Actual fees charged by other firms vary and may be higher or lower depending on the specific services provided. Please refer to Titan’s Fee Schedule and Form ADV Part 2A for more information.
