The wealth advisor for high-stakes financial decisions
Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.
Disclosures
**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.
**Awards Won**: Awards and recognitions are based on independent evaluations using differing criteria and are not indicative of future performance or client experience. Details available upon request.
Titan matters most for high-stakes decisions
Equity compensation becomes real money →
RSUs vest, options are set to expire, or a single stock becomes most of your net worth.
A liquidity event is approaching →
Make smart tax, diversification, and timing decisions before an IPO, acquisition, secondary sale, or bonus.
How we add value
See what's at stake
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.
Move before windows close
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.
Make tradeoffs consciously
When it’s time to move, we help you execute with full context - coordinating investments, taxes, and liquidity so tradeoffs are intentional, not accidental.
Adapt without starting over
As your role, compensation, or complexity changes, we adjust decisions with the same context. Not reactively, and not from scratch.
Human advice you can trust
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.
Meet the advisors you’ll work with
Jack
Sullivan
Director of Wealth Advisory
Prev. Fortis Lux Wealth Management
7 years advising | Series 7, 66
Sofia
Silveira
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 66
Christina
Sanchez
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 63, 65
Aahana
Chatterjee
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Vice President, Wealth Advisor
Goldman Sachs Markets Coverage Group
5 years advising | Series 7, 57, 63, 65, 3
Allison
Copsey
Associate, Wealth Advisor
Bank of America Private Bank
5 years advising | Series 7, 66
Get tactical guidance from a Titan advisor
career transition
fragmented portfolio
equity decisions
Titan Flagship
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.
One clear, all-in advisory fee
Disclosures
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.
Get trusted advice when timing matters
