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Titan Wealth
Management
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Phone
513-940-0063
Address
4555 Lake Forest Dr.
6th Floor
Cincinnati, OH 45242
Frequently Asked
Our wealth plan is a full snapshot of where you stand financially and a clear roadmap for where you want to go. It covers your net worth, an assessment of your progress toward investment goals, and a personalized strategy for moving forward. There's no cost and no obligation — it's simply how we start every relationship.
We work with individuals, families, business owners, nonprofits, and government organizations. Our ideal client is someone looking for personalized financial guidance and has a minimum of $50,000 to invest. If you're not sure whether we're the right fit, the best first step is a quick conversation.
Nothing formal is required. It helps to have a general sense of your current accounts, any existing investments, and what financial goals are on your mind. We'll guide the conversation from there — our job at that first meeting is to listen, not to sell.
Titan Wealth Management is a fee-based advisor. We're compensated by our clients — not through commissions or product sales. That structure keeps our advice objective and our interests fully aligned with yours. We'll walk you through our fee schedule clearly before any agreement is made.
Client assets are held at Charles Schwab & Co., Inc. — one of the most established and trusted custodians in the industry. Titan manages your investments, but we never take custody of your assets. You have direct access to your accounts and receive statements directly from Schwab.