Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
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Financial Services • 5 employees
Who are the decision makers in Telemus?
The decision makers in Telemus are Doug Glaza, Steven Greenwald, Andrew Bass, etc. Click to Find Telemus decision makers emails.
What types of investment management services does Telemus offer?
Telemus provides a comprehensive range of investment management services tailored to meet the unique needs of individuals and institutions. These services include portfolio management, asset allocation strategies, risk assessment, and performance monitoring. The firm employs a disciplined investment approach that focuses on long-term growth while considering each client's specific financial goals and risk tolerance.
How does Telemus approach wealth advisory services?
Telemus takes a holistic approach to wealth advisory services, recognizing that financial security is just the beginning. Their team works closely with clients to understand their values, aspirations, and financial objectives. This collaborative process allows Telemus to create personalized strategies that encompass investment management, estate planning, tax optimization, and philanthropic goals, ensuring that clients can achieve their broader life ambitions.
What integrated insurance solutions does Telemus provide?
Telemus offers integrated insurance solutions designed to protect clients' wealth and ensure their financial well-being. These solutions include life insurance, disability insurance, long-term care insurance, and property and casualty insurance. By assessing clients' unique situations, Telemus can recommend appropriate coverage options that align with their overall financial strategy and provide peace of mind.
Which industries does Telemus serve?
Telemus serves a diverse range of industries, including finance, healthcare, technology, and manufacturing. Their expertise allows them to understand the specific challenges and opportunities within each sector, enabling them to provide tailored financial solutions that address the unique needs of businesses and individuals in these industries.
Can Telemus assist with both personal and business financial management?
Yes, Telemus specializes in both personal and business financial management. They understand that individuals and business owners often have intertwined financial goals. Telemus offers services such as business succession planning, retirement planning for business owners, and personal wealth management strategies to ensure that both personal and business financial objectives are met effectively.
How does Telemus ensure a personalized experience for its clients?
Telemus prioritizes a personalized client experience by fostering strong relationships and open communication. Each client is paired with a dedicated advisor who takes the time to understand their unique financial situation, goals, and values. This personalized approach allows Telemus to develop customized strategies and solutions that evolve with clients' needs over time, ensuring that they remain aligned with their aspirations.