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grow with titan

Your Steps To Better Wealth Management

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1/ Meet with an advisor

Book a free 20-minute call with a Titan advisor to discuss your financial goals.

2/ Identify quick wins

We'll pinpoint immediate opportunities to optimize your portfolio and goals

3/ Recommendation

Receive a personalized investment strategy tailored to your financial situation.

Advisory Support

Get clear, data-backed advice on when to sell and how much. Align both partners on key financial decisions.

Financial Strategy

Reinvest vested equity into diversified Titan portfolios - public, private, and treasury - to build independence.

See Disclosure

See Disclosures

This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation and any related strategies involve risks. Individual results may vary, and any potential benefits are subject to market, tax, and individual financial factors. Titan recommends speaking with a financial adviser and/or qualified tax professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.

We turned a Harvard MBA’s zero-income year into a $212,000 windfall

What we helped with. Nisl faucibus dui vulputate

We rescued Will’s
$100K+ portfolio from account sprawl

What we helped with. Nisl faucibus dui vulputate

We helped Andrew turn
40% home equity into a strategic advantage

What we helped with. Nisl faucibus dui vulputate

Alyssa
Harvard MBA
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From $0 to $212,000
Will
Engineer
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$100k+ from account opening
Andrew
Founder
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Equity into Advantage

Strategize your tax planning tactically

Chat with a titan advisor
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The service expected on Wall Street— seamless, available, and to-the-minute

We are a full-service firm, handling high-stakes money situations for our clients

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Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

Wealth managed from the palm
of your hand

We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app

JOIN TITAN

Discover Why Titan

Titan can help Couple in Tech avoid Overconcentration

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RSUs Analysis

Evaluate both partners’ equity exposure. Identify overconcentration and plan when to diversify before taxes hit.

Tax Optimization

Model tax outcomes across two incomes and vesting schedules. Minimize overlap and reduce total household tax drag.

Holistic wealth

Align investments and cash flow around shared long-term goals.

Advisory Support

Get clear, data-backed advice on when to sell and how much. Align both partners on key financial decisions.

Financial Strategy

Reinvest vested equity into diversified Titan portfolios - public, private, and treasury - to build independence.

See Disclosure

See Disclosures

This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation and any related strategies involve risks. Individual results may vary, and any potential benefits are subject to market, tax, and individual financial factors. Titan recommends speaking with a financial adviser and/or qualified tax professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.

Strategize your Diversification tactically

Chat with a titan advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

Couples in Tech have a few key problems

Overlapping tax complexities and liquidity events.

Advanced tax planning around RSUs

Knowing when to sell their RSUs

Understanding tax rules around selling RSUs

The service expected on Wall Street— seamless, available, and to-the-minute

We are a full-service firm, handling high-stakes money situations for our clients

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

Wealth managed from the palm
of your hand

We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app

JOIN TITAN

Discover Why Titan

Titan can help Couples in Tech develop their Financial Plan

Detailed black and white illustration of a multi-story office building with trees on either side.

RSUs Analysis

Evaluate both partners’ equity exposure. Identify overconcentration and plan when to diversify before taxes hit.

Tax Optimization

Model tax outcomes across two incomes and vesting schedules. Minimize overlap and reduce total household tax drag.

Holistic wealth

Align investments and cash flow around shared long-term goals.

Advisory Support

Get clear, data-backed advice on when to sell and how much. Align both partners on key financial decisions.

Financial Strategy

Reinvest vested equity into diversified Titan portfolios - public, private, and treasury - to build independence.

See Disclosure

See Disclosures

This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation and any related strategies involve risks. Individual results may vary, and any potential benefits are subject to market, tax, and individual financial factors. Titan recommends speaking with a financial adviser and/or qualified tax professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.

Strategize your planning tactically

Chat with a titan advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

Couples in Tech have a few key problems

Overlapping tax complexities and liquidity events.

Advanced tax planning around RSUs

Knowing when to sell their RSUs

Understanding tax rules around selling RSUs

The service expected on Wall Street— seamless, available, and to-the-minute

We are a full-service firm, handling high-stakes money situations for our clients

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

Wealth managed from the palm
of your hand

We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app

JOIN TITAN

Discover Why Titan

Titan helps Couples in Tech with Advanced Tax Planning

Detailed black and white illustration of a multi-story office building with trees on either side.

Tax Optimization

Model tax outcomes across two incomes and vesting schedules. Minimize overlap and reduce total household tax drag.

RSUs Analysis

Evaluate both partners’ equity exposure. Identify overconcentration and plan when to diversify before taxes hit.

Holistic wealth

Align investments and cash flow around shared long-term goals.

Advisory Support

Get clear, data-backed advice on when to sell and how much. Align both partners on key financial decisions.

Financial Strategy

Reinvest vested equity into diversified Titan portfolios - public, private, and treasury - to build independence.

See Disclosure

See Disclosures

This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Equity compensation and any related strategies involve risks. Individual results may vary, and any potential benefits are subject to market, tax, and individual financial factors. Titan recommends speaking with a financial adviser and/or qualified tax professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.

Strategize your tax planning tactically

Chat with a titan advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

Couples in Tech have a few key problems

Overlapping tax complexities and liquidity events.

Advanced tax planning around RSUs

Knowing when to sell their RSUs

Understanding tax rules around selling RSUs

The service expected on Wall Street— seamless, available, and to-the-minute

We are a full-service firm, handling high-stakes money situations for our clients

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

Wealth managed from the palm
of your hand

We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app

JOIN TITAN

Discover Why Titan