Right, on the Money

Money isn’t everything to us. Its importance lies in what it can do for people. When nurtured properly, it brings joy and priceless security to our lives. That chance to improve lives pushes us to the highest standards. The Telos approach to wealth planning puts people before profit. Our objective is to provide clear, exact and financially astute advice aimed at bringing your dreams to life.

Thoughtful risk management is the cornerstone of every successful plan. At Telos Insurance, we help our clients protect what matters most with tailored strategies across personal, business, and estate markets. From education to implementation, we ensure our clients are fully equipped to secure their financial future.

At Telos Wealth Management, we do more than manage money. Our integrated and consultative approach educates and empowers clients to achieve their most important goals. With deep expertise in both personal and business strategies, we offer tailored services that meet the unique needs of each client.

Telos Tax delivers comprehensive tax advisory services to both businesses and individuals. It’s goal is to simplify the complexities of tax planning through services like tax return preparation, assistance with IRS or state notices, ongoing tax mitigation strategies, and financial projections — so you can focus on what matters most, while we handle the numbers.

At Telos Accounting, we provide comprehensive accounting services to help clients maintain financial clarity and confidence. From bookkeeping and financial statement preparation to cash flow management and financial statement analysis, we ensure that your financial foundation is strong and aligned with your goals.

Telos is reimagining wealth planning

You First

Telos focuses on the dreams of people we work for, not on the number of zeros in their bank accounts. Our goal is doing right by you.

Now Us

Independent and free from the profit demands of large firms, Telos offers products designed to maximize returns – not commissions.

Our Services

Our talent for simplifying complex issues results in business and personal plans aimed at funding the things that bring you joy.

Everyone deserves a plan

That’s how Sam sees it. Personal experience has shaped his perspective – and his passion. Watching family and friends wrestle with finances taught Sam that smart people aren’t always smart about money. As a result, Sam made it his life’s goal to use his skills to guide others toward achieving financial security.

Samuel Crump, CFP, RICP, CLU, ChFC

Partner & Private Wealth Advisor
Serving the North Carolina Triad, Triangle and Charlotte Areas

Happiness is the highest good

Aristotle