Tellaro Wealth Management is excited to announce the addition of Rachel Grout to the team!?Rachel joins Tellaro with 5+ years of financial planning experience with a focus on entrepreneurs, content creators, athletes, and medical professionals.?Rachel is perfectly aligned with our fundamental beliefs, as she strives to empower her clients with the right tools, knowledge, and resources needed to make financial decisions with boldness and clarity.?Her perspective, passion and experience are great additions to Tellaro, and we are thrilled to have her on board! Rachel is both familiar and comfortable with challenging situations. In addition to being a steadfast advocate for her clients, she also summited Mt. Denali in Alaska this past June as part of an all-female climbing team. She lives in Upton, MA with her husband Derek and their three dogs, three goats, and 20 chickens. Want to learn more??Please contact us directly at [email protected], or visit www.tellarowealth.com
关于我们
Plan with Purpose. Live with Curiosity. Tellaro Wealth Management was founded with the simple goal of positively impacting the quality of our clients’ lives by making Financial Planning engaging, purposeful, and impactful. We encourage curiosity and embrace a creative approach, which focuses on three critical planning areas: Risk Management, Asset Management, & Tax Management. Planning is a very personal process, and we are incredibly grateful for the trust our clients place in us – both now and in the future. Tellaro’s success is measured entirely by how we help our clients achieve the goals they define for themselves. We welcome the opportunity to be a positive impact on your life! What’s in a name? Simply put, I have always been fascinated by both the characteristics and imagery of the octopus. These creatures are incredibly intelligent, curious, adaptable to changing environments, and with eight arms they can handle more than most – all qualities we embrace in our practice. The name “Tellaro” comes from a small village on Italy’s Northern coast with an incredible history and connection to the octopus. On a stormy night many years ago, pirates hoped to use bad weather and darkness to attack this sleeping village. An octopus climbed the church belfry and rang the church bells, alerting the townspeople of the approaching danger. Since then, Tellaro has held an annual festival celebrating the Octopus. We thought this story and its connection with the octopus personified the approach we take with our clients every day
- 网站
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https://tellaro.nm.com/
Tellaro Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Risk Management、Asset Management、Tax Management、Wealth Accumulation和Multi-Generational Wealth
地点
Tellaro Wealth Management员工
动态
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Congratulations to our Founder, Topher Brennan, WMCP?, RICP?, on the recent recognition as Forbes Best-In-State Financial Securities Professionals in Massachusetts for 2024! This award is a testament to the hard work and dedication of our team, and we couldn't have achieved this without the unwavering support of our incredible clients. We deeply appreciate your trust and partnership, which plays a vital role in getting us to where we are today.
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We are hiring! Tellaro Wealth Management seeks an experienced Client Service Advisor to provide immediate and impactful support for TWM’s founding Advisor and owner. Based out of the Boston office, this is a unique opportunity to work in a highly successful and rapidly expanding Wealth Management firm that is poised for significant short and long-term growth. If you are interested in learning more about this opportunity, please send inquiries to [email protected]
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