If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Telemus is an independent wealth advisory firm for entrepreneurs and their families with a reach that spans the United States. Whether you are planning for the sale of a business or trying to balance your personal and business finances, we can help.
As an entrepreneur, you have a lot of responsibilities. Every day, you must balance work obligations with your commitments to family, friends, and personal interests. How do you make it work? Many people struggle with the pressures of running their business while trying to maintain a balance between work and life.
Our goal is to help you live a less stressful and more enjoyable life by leveraging your time and making sure your wealth is aligned with your long-term goals. We are a team of specialists providing comprehensive advice across multiple disciplines, and our mission is to empower you to use your wealth, time, and influence to live a great and meaningful life.
The husband of a couple in their late forties was very focused on building his business. His wife has been busy with several charities and raising three kids, two now in college and one still in high school.
The couple's investable assets were small relative to the size of the business, but still substantial. They wanted to get the most out of their current investments, while preparing for the sale of the business within five years.
After further discussion, we discovered that the couple was concerned about more than their investment performance and future sale of the business; both of them worried about the effect that their growing affluence was having on their kids. They missed the closeness of their family when the children were younger and they had different ideas about transitioning wealth to the next generation. A review of their current documents revealed potential problems with the partner's buy/sell agreements and a lack of coordination between business and estate plans.
Speak with an AdvisorWe created a comprehensive investment strategy across taxable individual accounts and company-sponsored 401(k) holdings and introduced alternative asset classes, such as private real estate and direct lending to enhance the risk/return profile.
We implemented tax-saving strategies for the funding of future college expenses.
We worked to consolidate and improve their insurance coverages including the purchase of a new whole life policy with a return of premium feature. In addition we worked with their other advisors to coordinate and implement buy/sell policies that insured against an unexpected event to either of the partner’s lives.
We coordinated a strategic planning process for the business that identified and prioritized steps needed to prepare the business for a sale down the road.
We assisted the family in establishing a donor-advised fund and developed a family gifting plan involving the children.
Our primary business is what we call financial life management. Financial life management covers everything that is critical to your financial well being: financial planning, tax advisory, wealth transfer planning, philanthropic management, family education, and business advisory. Put more simply, we help you make smart decisions with your money.
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When you partner with Telemus, you gain an experienced, knowledgeable team that has spent decades managing investments for individuals, families, and institutions. Through custom portfolio and asset management services, we can help you feel more confident about your wealth trajectory.
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We help business owners work smarter not harder. A partnership with Telemus allows you to focus on the big picture of running a business, while our team focuses on the employer and employee benefit programs and cash management strategies that fuel progress.
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We work with clients to understand the financial risks that are part of everyday life: things like owning a home, owning a business, or riding a bike to work. From this initial audit, we then find cost-effective insurance policies that reduce or eliminate these threats to your wealth.
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At Telemus, we pride ourselves on our holistic approach to helping clients secure their financial future. Whether you're a retiree who travels frequently, an active executive who simply doesn't have the time, or someone with a family member who is no longer able to manage these functions on their own, our Virtual Family CFO services are a one-stop resource for managing the individual pieces of your financial puzzle.
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