The Greek philosopher Aristotle used the word telos to refer to the full potential or inherent purpose or objective of a person or thing.
At 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!
Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.telosws.com for full disclosures.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 5200 Meadows Rd, Suite 150
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.telosws.com
- HQ
- Lake Oswego, Oregon
Telos Wealth Strategies Questions
Telos Wealth Strategies's website is http://www.telosws.com
Telos Wealth Strategies's LinkedIn profile is https://www.linkedin.com/company/telos-wealth-strategies
Telos Wealth Strategies has
3 employees.
View email and phone details for 3
employees at Telos Wealth Strategies.
Telos Wealth Strategies's industry is
Financial Services
Telos Wealth Strategies's top competitors are
Ascent Capital Group,
Pacific Capital Resource Group,
Fisher\smb™,
Retirementdna,
Buckeye Pacific, Llc,
Kingston Wealth Management Group,
Telos Family Office,
Piton Wealth,
Sellwood Investment Partners Llc,
Ci Segall Bryant & Hamill.
Telos Wealth Strategies's categories are Financial Services
Telos Wealth Strategies's founding year is 2022
