5200 Meadows Road,
Suite 150 #10,
Working with You
What Sets Us Apart
The Greek philosopher Aristotle used the word
to refer to the full potential or inherent purpose or objective of a person or thing.
Telos Wealth Strategies
we understand you have a unique vision for your family’s future. You may be looking to create a legacy that transcends your lifetime. Maybe you have grown and sold a profitable business and are looking for the next opportunity. Or perhaps you are ready to retire and want to generate an income stream that meets current and future needs.
Our wealth solutions are designed to meet our clients’ needs at every stage of life. This is our Telos, to ensure our clients reach their purpose!