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.
Please note our other locations:
400 South El Camino Real Suite 260
San Mateo, CA 94402
Phone: (650) 579-0162
Fax: (415) 461-4805
2600 East Bidwell Suite 150
Folsom, CA 95630
Phone: (916) 983-8200
Fax: (916) 983-3773
