0
Client Reviews
0.2 to 0.2%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Most of our clients are in their 30s to 50s. Many work in tech, law, medicine, or finance. They’ve built meaningful assets, but their wealth is fragmented and they don’t want to manage everything themselves.
They’re looking for a wealth partner: someone who can help them make smarter, tax-aware decisions, think through big life transitions, and finally feel confident about the strategy behind their money.
They’re looking for a wealth partner: someone who can help them make smarter, tax-aware decisions, think through big life transitions, and finally feel confident about the strategy behind their money.
Clients who wouldNOTbe a good fit
Clients who prefer a DIY approach to managing their wealth—using spreadsheets, stock-picking, or point solutions.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.2% to 0.2%
Subscription
$250 to $250
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Titan
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and grow their wealth.
We help our clients manage their full financial lives across cash management, growth investing, tax planning, equity compensation, home buying, estate planning and much more. All with a dedicated human wealth advisor in an intuitive mobile app, at a fraction of the cost of traditional wealth managers.
We are headquartered in Greenwich Village, NYC, and serve thousands of clients across the U.S.
We help our clients manage their full financial lives across cash management, growth investing, tax planning, equity compensation, home buying, estate planning and much more. All with a dedicated human wealth advisor in an intuitive mobile app, at a fraction of the cost of traditional wealth managers.
We are headquartered in Greenwich Village, NYC, and serve thousands of clients across the U.S.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
