Built for your goals.

We start by reviewing your accounts outside of Titan. Then we build and manage a tax-aware portfolio that we believe can deliver attractive risk-adjusted returns for your goals. Your advisor constructs it using strategies managed by our in-house Investment Team, spanning active (alpha) and passive (beta) approaches across equities, fixed income, credit, real estate, venture capital, and crypto.

For illustrative purposes only; not representative of actual client data and not a recommendation.

Make the most of your equity.

We help you keep more of the after-tax wealth you've built at a private or public company. We analyze your RSU, ISO, NSO, and ESPP documents and advise you on when to vest, exercise, and sell. Then we design your portfolio and tax strategies with the aim of minimizing what you owe the IRS.

Year-round tax planning.

We help keep more of what you earn working for you, not the IRS. We look across your equity comp, income, real estate, and investment accounts to find opportunities others may miss, using strategies like tax-loss harvesting, tax lot selection, 1031 exchanges, and charitable giving. Instead of a once-a-year conversation, tax planning is an ongoing part of how your wealth is managed, so the right decisions happen when they matter most.

Every decision, in context.

Financial planning ties everything else together. We build a complete picture of your household: what's coming in, what's going out, and where your assets sit across equity, cash, and investment accounts. Then we use it to answer the big questions, like how much to keep liquid, which account a given dollar belongs in, and whether the house is affordable. It's a living model your wealth advisor and CFP® professional use to pressure-test decisions as your life evolves.

Retire on your terms.

Retirement planning starts long before you stop working. We map out how your equity, savings, and investment accounts come together to fund the life you want: when to draw down, how to manage taxes along the way, and how a liquidity event today changes the picture decades from now. It's a plan you and your wealth advisor revisit as your career and goals evolve, not one you set and forget.