Broker Check

The Difference In Working With Us

A PERSONAL APPROACH

There are plenty of individuals these days who call themselves “financial advisors.” They may have good credentials, and, if they are CERTIFIED FINANCIAL PLANNER™ practitioners like us, they probably also have a process for building a written financial plan that seeks to help accomplish their clients’ financial goals.

So what makes Titus Wealth Management different from everyone else?  The best answer comes from our own clients – they say: We listen, and We Care.

We take the time to understand each client and respond to your needs. Your investment strategy is never just about money. It is also about realizing personal and deeply held aspirations, such as a comfortable retirement income for you and your spouse, college funding for children and grandchildren, ensuring financial security for successive generations or support for a local charitable organization you believe in. Linking these human elements together is the basis for recommending the programs and tools we use to complement your goals. Our belief as a wealth manager is not only to provide financial services, but to gauge the important changes occurring among individuals and families and to be there with compassion and strength during the easy times as well as the difficult ones.  As a result, we have a solid relationship with each of our clients built on trust and respect.

LEADING EDGE TECHNOLOGY

Our investment team is exceptionally experienced, with strong, first-hand knowledge of how markets and investments perform in many different kinds of market environments. We have found this high level expertise works best when supported by sophisticated technology, and employing a variety of qualitative and quantitative research tools for security selection, portfolio construction and portfolio monitoring. Technology helps us invest effectively for our clients and react decisively when market conditions change

FLEXIBILITY TO RESPOND TO MARKET CONDITION

Today’s markets are volatile and investment conditions can change rapidly. During market downturns, investors that rely upon buy-and-hold strategies may be susceptible to considerable portfolio fluctuations. The key to the Titus Wealth Management approach is flexibility. We have the ability to implement alternative strategies effectively and roll with market changes as new market trends emerge. With state-of-the-art technology combined with our Pillar System, we seek to sustain the needs our clients without unnecessary exposure to market downturns.

If you’re tired of being treated like just another number, if you need the resources of a highly skilled professional financial management team working diligently to meet your goals and if you expect "concierge-style" personal service, we invite you to contact us. Our initial meetings are complimentary - if we cannot meet your needs, there is no further obligation to work with us. And we will happily provide you with client references upon request.