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Planning With Teleios


Greek | (τέλειος)

Téleios – means, from going through the necessary stages to reach the end-goal, i.e., developed into a consummating completion by fulfilling the necessary process.


At Teleios Wealth Management we guide our clients through the important stages necessary to accomplish their goals and objectives. We work to understand your priorities; what’s important to you in accomplishing your needs and goals, as well as the values that drive them. Unlike some others in this industry, we not only provide investments and/or insurance planning services; we also provide counsel and recommendations to support your goals in a comprehensive way, whether that’s helping to create an estate plan, tax efficient strategies, or other risk management techniques. With consistent advisory review meetings, we’ll continue to earn your trust and confidence making certain that your financial plan provides you the clarity and confidence, so you’ll always have complete peace of mind.


Our team of advisors offers a level of depth you won’t find at most wealth management firms. With advisors and team members who each bring unique expertise to your plan, we support even the most complex cases. Our many years of experience and extensive knowledge make us among the best at what we do—and we love working with similarly skillful and practiced professionals whose financial complexity requires a broad range of expertise to ensure that their wealth is always effectively and professionally managed.


We plan for your legacy by starting with our own. Many of the people we work with have multiple generations of wealth to manage, and we’ve made it our mission to support them as holistically as possible. At Teleios Wealth Managment, we’ve established a multigenerational firm because as we believe in the future success of our clients and their families. We do everything we can to ensure we’re here for you as long as you and your future generations need us. Our diverse group of advisors ensures that your family will always have an expert at Teleios for counsel through each phase of life for generations to come. We’re dedicated to continuing to be your trusted source, providing guidance through the long haul of your wealth management. We are extremely well positioned to continue our services as we make it a point to meet with our clients’ children as they prepare for their own careers.

Meet the Team