Wealth Advisory

Yogi Berra

“If you don’t know where you are going, you are certain to end up somewhere else.”

Where are you going? We work with individual investors and families to answer this question, then support the process through custom wealth advisory services. As a partner for your journey, we adjust your Financial Life Plan as your life changes, ensuring that your strategy is built to address your ever-changing needs, challenges, and goals.


Our Strategic Approach

We start by getting to know you: who you are and what you value. Next, we help clarify and map your current financial situation, including any assets and liabilities that make up your personal balance sheet. The final step is to understand your life goals, challenges, and financial priorities.


With all of this baseline information in hand, we build a custom Financial Life Plan that defines the strategic steps needed to connect where you are today and your long-term objectives. A process that is never finished, we continuously monitor and track your process and adjust our recommendation based changes within your life and investment markets.


Our mission in all of this is to provide truly comprehensive care for your wealth. This means that if you require services that go beyond wealth management - like private banking or lending - we will find the right solution for you within our network of trusted partners.

You may be interested in these additional resources:

White paper

7 Considerations When Presented an Employee Buyout


Building Your Financial Plan


Tax Considerations for a Dynamic Political Environment


Let’s Get Started

Learn more about how Telemus can help you build wealth, preserve wealth, and enjoy the process.

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