Rich Habits Podcast

90: Demystifying Private Wealth Management

13 snips
Nov 11, 2024
In this discussion, Joe Percoco, Co-CEO of Titan, a pioneering wealth management firm, reveals how private wealth management has been transformed for everyday investors. He shares insights on the importance of personalized services and transparency in finance. The conversation shifts to diverse investment strategies, emphasizing the integration of assets and real estate opportunities. Percoco also outlines Titan's innovative, cost-efficient approach compared to traditional firms, along with the vital role of effective communication in investment management.
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ANECDOTE

Joe Percoco's Inspiration for Titan

  • Joe Percoco, Titan's Co-CEO, shared his personal finance journey.
  • He found managing his wealth daunting despite his finance background, inspiring him to create Titan.
INSIGHT

Titan's Simplified Approach

  • Titan aims to simplify wealth management, offering curated investment strategies.
  • They provide an 'Apple store' like experience, prioritizing quality and ease of use.
ADVICE

Transparency and Education

  • Give clients clear insights into market happenings and investment strategies.
  • Empower them with financial education to make informed decisions.
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