At Telos Wealth Advisors, our name is rooted in the ancient wisdom of Aristotle. "Telos" is a Greek term referring to the ultimate purpose or end goal of a person or thing. Aristotle referred to the Telos of humankind as eudaimonia, often translated as "the good life." But this concept goes far beyond happiness; it represents a life of virtue, prosperity, fulfillment, and personal growth, achieved through hard work and a clarity of purpose.
At Telos, we believe that every individual has their own unique potential and purpose. Our mission is to help our clients not only discover that purpose but also create the path to achieve it. We don’t just set goals together – we walk alongside our clients at every step, guiding them through the challenges and milestones on their journey toward a life of meaning and purpose.
To us, telos is more than a name. It’s the foundation of everything we do: empowering families to achieve their full potential (their Telos) – a life of purpose, clarity, and freedom.
Services:
1 - Financial Planning
2 - Wealth Management
3 - Retirement Accumulation & Income Planning
4 - Risk Management & Insurance Services
5 - Employee Benefits
6 - Cash Flow Optimization
7 - Continuity & Succession Planning
8 - Employee Attraction & Retention
9 - Financial Statement Preparation & Reporting
10 - Audit Ready Record-Keeping & Preparation
11 - Cash Flow Management & Forecasting
12 - Financial Systems Overhaul & Restoration
13 - Tax Avoidance & Mitigation Strategies
14 - Withholding & Quarterly Estimates
15 - Return Preparation & Tax Compliance
Etc.
Visit us at www.teloswealthadvisors.com or reach out to us directly planning@teloswealthadvisors.com.
Company Details
- Employees
- 5
- Address
- Charlotte, North Carolina, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Wealth Management, Tax, Insurance, Retirement Planning, Group Benefits, 401k, Investments, Accounting, Business Consulting.
- HQ
- Charlotte, North Carolina
Telos Family Office Questions
Telos Family Office's website is http://www.teloswealthadvisors.com
Telos Family Office's LinkedIn profile is https://www.linkedin.com/company/telosfamilyoffice
Telos Family Office has
5 employees.
View email and phone details for 5
employees at Telos Family Office.
Telos Family Office's industry is
Financial Services
Telos Family Office's top competitors are
Telos Wealth Strategies,
Lazarus Consulting (Nt),
Sydney Property Insider,
The Tax Shop - Darwin,
United Success Business Advisors,
Ubs,
Opsahl Dawson,
Joseph M Still Burn Centers,
Market Pulse With Dan Sheehan,
Fish Creek Capital.
Telos Family Office's categories are Financial Services
