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Titan

@titanvest

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The wealth advisor for high-stakes financial decisions.
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We started Titan in 2018 managing money for friends and family. Since then, many more clients have come to us with the same ask: “Help me get this right.” From RSUs to rollovers, from investing to “I think I need a plan.”

Titan is a modern Registered Investment Advisor for people ready to graduate from doing it themselves—not just to manage money, but to make the whole thing make sense.

Not everyone needs an advisor. But if you’re earning, saving, investing—and still wondering if it’s all adding up—we might be a good fit. by @titanvest

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2 years ago

Over $1M in a single stock. Most of her net worth. One company. Not a question of if to act, a question of how to do it without lighting money on fire in taxes. "I don't need to time this perfectly. I just need it to make sense." Link in bio. by @titanvest

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5 months ago

Ring to buy. Tax bill due. Capital calls coming. $15K in checking. The problem wasn't the income. It was the order of operations. If that's you...link in bio. by @titanvest

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5 months ago

Leaving a job? The clock starts the moment you walk out. Most plans give you 90 days to exercise vested options. After that, they expire or lose their tax advantage. Forever.

Don't leave money at the gate. Link in bio. by @titanvest

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5 months ago

$3.5M in Amazon. Four brokerages. No clear strategy tying it together. Not a knowledge problem. A complexity problem. If that sounds familiar — link in bio. by @titanvest

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5 months ago

Your money scattered across Robinhood, Fidelity, an old 401k, and RSUs isn't a portfolio — it's chaos. A huge amount of alpha comes from organization. Link in bio to consolidate with Titan. by @titanvest

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5 months ago

If you had the cash value of your RSUs in a bank account today, would you put 100% of it back into your employer's stock? Almost no one says yes — but that's exactly what holding is. Link in bio to talk with a Titan advisor. by @titanvest

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5 months ago

For most private company employees, a tender offer is the first time their equity becomes real money. The window is short, the terms are complex, and most people are figuring it out on the fly. Swipe to see what to do before the deadline. by @titanvest

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5 months ago

Holding company stock for years isn't a strategy — it's inertia. We worked with an exec sitting on $1M+ in a single name who was skeptical about the industry he worked in, yet still never sold a share. Your portfolio should reflect what you actually believe. 🔗 Book a complimentary strategy session with Titan in bio. by @titanvest

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5 months ago

Private equity is complex.

Before you can sell anything, there are questions that actually matter: What do you get taxed on? When? How much do you keep after?

A liquidity event is the first decision. What you do around it is where the real outcomes are shaped.

Link in bio to talk to an advisor before your window opens. by @titanvest

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5 months ago

When your former employer's stock dips, most people freeze. We did the opposite. Lower price can mean lower gains — so we used the dip to trim strategically and minimize the tax hit. Inertia is not a strategy. Book a call with our wealth team if you need help navigating this. by @titanvest

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5 months ago

When employer stock crosses 30% of your net worth, it's time to reassess. The fix isn't selling everything at once — it's strategic trimming over a few years, coordinated around your RSU vests so you're not stacking gains on top of ordinary income in the same tax year. Concentrated without a plan is just risk you haven't named yet. Book a call with our wealth team if you need help. by @titanvest

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5 months ago