A complete list of active advisors currently associated with Titan Wealth Management

Warmer can help you find a great advisor at Titan Wealth Management or one who fits your needs even better.

Titan Wealth Management provides investment and advisory services principally to retirement plan sponsors and other institutional clients, while also offering wealth management and project-based financial planning to individual clients when requested. Services specifically described in the brochure include retirement plan consulting and discretionary plan management, participant education, vendor searches and analysis, and occasional educational seminars or speaking engagements. The firm’s investment process emphasizes asset allocation using both passive and active vehicles, and it employs fundamental, technical, and mutual fund/ETF analysis when constructing portfolios. Titan may engage independent outside managers or sub‑advisors to implement strategies and conducts ongoing due diligence and monitoring of those managers while continuing to serve as the primary advisor and fiduciary for client accounts. What distinguishes the firm from many peers is its explicit focus on pension consulting and participant education combined with the formal practice of recommending and selecting other advisers—services the brochure notes are relatively uncommon among investment-manager peers. The brochure also discloses that the firm is newly registered and had no assets under management at the time of filing, and that it operates on a fee‑only, percentage‑of‑AUM basis while not sharing in fees charged by recommended outside managers.

To learn more about the advisors currently working at Titan Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.