Titus Wealth Management Email Format

Financial ServicesCalifornia, United States2-10 Employees

Titus Wealth Management is a financial services firm focused on wealth planning and investment management. It emphasizes an objective, realistic, and sustainable road map for building, retaining, and managing wealth, aiming to help clients allocate time toward pursuing personal goals rather than day-to-day financial concerns. Based in Larkspur, California, the firm operates as a registered investment advisor and coordinates with LPL Financial for securities, maintaining independent advisory services distinct from its broker-dealer partner. The company has a long-standing ethos centered on honesty, experience, work ethic, caring, and wisdom, guiding its approach to advising clients across a broad set of states where it conducts business. In addition to its local footprint in Marin County with multiple offices, Titus Wealth Management has pursued strategic growth through industry moves, such as a notable later-stage affiliation in the broader independent wealth management sector.

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