Introducing Titan Wealth Advisors
Meet Your Wealth Advisory Team
We built Titan to solve life’s most important financial problems—from investing to taxes, retirement, and beyond.
We started with investment management, where we now manage over $1 billion. But along the way, something else quietly became our highest-rated feature: our wealth advisors.
You may have interacted with them under the name “Investor Relations.” But they’ve always been more than product specialists or support agents. These are licensed financial advisors with deep experience from places like J.P. Morgan Private Bank and Bank of America.
After 10,000+ client calls, it’s clear:
(1) You didn’t know what this team was truly capable of
(2) You likely have money problems outside of investing that they’re uniquely qualified to solve
So we’re relaunching the team as Titan Wealth Advisors: an expanded team with a broader mandate of helping you solve a wide range of money problems through 1:1 white-glove guidance – at no extra cost.
Problems We Solve Every Day
(1) Scattered Investing
“I have accounts all over. I’m not sure what I’m paying or how it’s performing. Am I doing the right things?”
(2) Neglected Retirement Accounts
“I have an old 401k sitting idle—should I roll it over or reinvest it? What’s the smart move for my situation?”
(3) Tax Headaches
“I’m sitting on a lot of company stock. I want to diversify—but without taking a huge tax hit.”
(4) Idle Cash Confusion
“How much cash is too much cash, again? I’m saving for something big, but everything’s just sitting in checking. Is there a better way to manage this?”
(5) Bonus or Inconsistent Income
“I just got a big bonus. What do I do with it? I also have variable income—how do I make a plan that works?”
Titan Wealth Advisory is now available—free for all Titan clients.
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Disclosures:
Advisory services are provided by Titan Global Capital Management USA LLC ("Titan"), an SEC Registered Investment Adviser ("RIA"). Titan's affiliate, Titan Global Technologies LLC ("TGT"), is a registered broker-dealer and member of FINRA/SIPC. Both Titan and TGT are subsidiaries of Titan Global Capital Management, Inc. Nothing in this content should be construed as investment advice or a recommendation to buy or sell securities. Past performance is not a guarantee of future returns. All investments involve risk, and you could lose money.
