“YOUR PROACTIVE PARTNER”
TITUS WEALTH MANAGEMENT is built on providing customized
financial strategies that strive to protect and advance our clients
wealth. Your financial and personal success is our number one priority.
We provide a roadmap that is realistic, attainable and sustainable by
partnering with you on a proactive basis.*
Our Partners collectively have over 40 years experience in wealth
management with a CERTIFIED FINANCIAL PLANNER™
Professional and a Ch FC® (Chartered Financial Consultant) on staff
to proactively partner with you. T WM has no proprietary products and
can objectively help you navigate the changing landscape in a conflict-free environment.
We give back to our community by volunteering time with local non-profits to help the lives of others.
If you are looking for sound financial advice coupled with the power of
independence and integrity, look no further.
*No strategy assures success or guarantees against loss.
Eric Aanes & Clark Miller are Registered Representatives with, and securities offered through LPL
Financial, Member FINRA/SIPC. Investment Adviceofferedthrough Titus Wealth Management,
a registered investment advisor and separate entity from LPL.
Pictured, (left to right): Eric Aanes, Clark Miller
700 Larkspur Landing Circle, Ste 109
Larkspur, CA 94939
CONNECTING YOUR FINANCES
WITH YOUR FUTURE
ONCE UPON A TIME, the neighborhood banker helped with financial issues.
But in today’s economically challenging and competitive environment,
it’s become difficult to have such a relationship. We believe the financial
planner now assumes this role in society.
Financial Connections is a team of knowledgeable professionals who
take an integrated approach to helping clients connect their finances
with their future.
We offer fee-only services (no commissions) for:
• Investment management
• Financial planning
Our clients are individuals, families, same-gender couples, trusts and
Oftentimes meeting with us, an impartial third party, helps families
generate the momentum they need to focus on their finances. As
fiduciaries, we develop a plan of action in the best interest of our clients.
We become a part of our clients’ lives as we accompany them on their quest
for financial peace of mind.
Pictured, standing: Leslie Miller; Pictured seated (left to right): Brian Pon, Sheri Remail, Jill Hollander,
Chris Remedios and Kim Wohler
21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925