Your Partner for a Secure Financial Future
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About Us
Experience. Excellence. Expertise.
Our only goal: Your financial success, on your terms.
At Telarray, we serve investors through all phases of their financial life, from individuals just beginning their journey to those who are ready to live off of the proceeds of their portfolio. In addition, we have decades of experience with the specialized needs of senior executives at publicly traded companies, successful entrepreneurs, and families with complex financial planning needs. Using the Observatory, our time-tested, proprietary planning tool, we turn your specific financial needs into a working strategy, then put that plan into action.
We began as a tax advisory firm, so handling complex financial situations is in in our DNA. Our Advisors are experts; the people who support them are, too.
Our name – Telarray – is based on the Greek prefix “tel-,” meaning far away, and “array,” which is the wide range of tools we use to build a custom financial plan that will last well into your future.
Together, we’ll create a clear path to financial success.
Your Financial Future In Focus
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OUR APPROACH
A Financial Plan to Last a Lifetime
Observatory
The foundation of Telarray’s service to our clients is the Observatory process, a proprietary toolset based on history and analysis that allows us to help you to see your financial goals and the impact of various decisions on your financial future. We update your Observatory planning at least once a year, more frequently if you request it. Wondering how Observatory could work for you? Potential clients get a preliminary Observatory session for free.
HOW WE GET PAID
As fiduciaries, we are different from other firms because we put your financial best interest ahead of our own. We will never push unnecessary products or services on you that don’t help you achieve your goals; we don’t sell insurance, for example. We believe deeply that we can’t be successful unless our clients are successful, and we make all of our recommendations with that foundational philosophy in mind. Ask around: Our fee-only approach is unusual, but we believe it’s so much better for you.
Professional Coordination
Do you work with other professionals? These could be accountants, insurance agents, or attorneys. We specialize in coordinating with these professionals to give you a global perspective of your financial life. We can also help you find potential gaps or issues that aren’t covered and be sure they don’t hurt you in the long run.
SERVICES
- Retirement Planning
- Estate Planning
- Investing
- Tax Management Strategies
- Risk Management
- Executive Compensation
More to Explore
A Message of Thanks
As I reflect on the last 20 months, it’s clear that we have collectively experienced one of the most intense and uncertain periods in history.
Hedge funds, private equity, VCs – Why they’re NOT for us
New clients at Telarray are offered a session at the beginning of our relationship to discuss the Telarray approach to investing. It’s a lot to process in an hour or
Behind the Scenes: Meet the Department of Client and Employee Experience
As our valued client, you know your Advisor well, but at Telarray, we have many skilled professionals who work behind the scenes, helping build your