Wealth Partners
The Titus Wealth Management Group

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022
About The Titus Wealth Management Group

Welcome

We provide specialized advice and family office style attention to multi-generational families. We develop customized investment strategies based on a comprehensive wealth planning process designed to deliver sustainable long-term results.


At The Titus Wealth Management Group, we have earned an industry-wide reputation for helping accomplished people, accomplish more—for themselves and the people they love. The family office-style environment we provide allows us to serve clients responsibly and in the most respectful manner.
Our clients span multiple generations in the Boston area and on both coasts. They include C-suite executives at tech and biotech companies, real estate developers and investors, partners at private equity firms, prominent physicians and health care administrators, senior partners at high-profile law firms, and founders of privately held businesses.
Understanding that each client situation is unique, we make time to appreciate who they are, who they care about, and how we can serve their best interests in the most respectful and beneficial manner.
We are "independent thinkers"—especially when it comes to investments.
Led by Jeff Titus, who began investing professionally in the early 90s, we are not beholden to any one internal or external investing resource. Summoning the insights of third-party managers who we've known for years, we are able to explore special opportunities—and assess their worthiness—based on our belief in weighing opposing points of view.
As a result, the portfolios we build for clients closely reflect how we invest our own money—in essence, what we believe are the highest quality, most timely investments. Our customized asset allocation strategies for each family and generation lead to portfolios that typically include public securities, private equity, real estate, and cash. We execute and run each portfolio based on institutional quality portfolio engineering.
Tax efficiencies are important to us—and to clients.
In concert with investment planning is our focus on incorporating tax efficiencies throughout the year, not just at tax time. Each of our recommendations is made in consideration of the impact it can have on other areas of a client's financial picture, as well as their spouses, children and other beneficiaries.

Meet Our Team

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.