Account/Technology Conversion THIS Friday, 3/29!

Spring: a lovely reminder of how beautiful change can truly be. – Anonymous

Welcome to spring and to the next, and most exciting, chapter in Telos Wealth’s seventeen-year history! After many months of hard work, preparation, and planning on the part of our team, our long-awaited account and technology conversion will begin THIS Friday, March 29.

We have made every effort to ensure this process goes as smoothly as possible. We still expect there will be some minor hiccups; however, nothing that cannot be quickly and easily rectified. Should you experience any problems, or have any concerns, please contact us promptly so that we can quickly resolve. 

Here’s what you need to do:

1. Look for multiple emails from us and/or on our behalf beginning Friday, March 29. If you prefer to complete your account conversion in person, we will contact you to arrange a time for you to come into our office at time that is convenient for you.
2. You will receive multiple emails: Follow instructions for each email to review, electronically complete, submit, and/or sign documents ASAP—the sooner you complete this step, the sooner the conversion of your account(s) will be completed. 
3. If you have any questions, we will be working late on Friday March 29 and until 4:30 PM on Saturday, March 30. For the fastest response, please call or text us at 509-664-8844. You may also contact us via email: info@teloswealth.com
4. Enjoy Easter Sunday with your family and friends!

Here’s what to expect next:

1. We’ll contact you to confirm that your conversion documents were submitted successfully and let you know if anything else is needed to complete the conversion of your account(s).
2. After your account(s) have been converted, we’ll contact you to schedule a meeting to review your account(s), new technology logins, etc., and answer any questions you may have.  

Our account and technology conversion is just the beginning of several new and/or greatly improved enhancements we will be launching throughout the remainder of this year. Stayed tuned and buckle up!

With profound gratitude for the trust you have placed in us,

Sean Gross, CFP®, AIF® | Co-Founder & CEO

Sean Gross, CFP®, AIF® is the Co-Founder and CEO of Telos Wealth Management, LLC, a Registered Investment Adviser located at 656 North Miller St., Wenatchee, WA. Sean can be reached at 509-664-8844 or at Info@TelosWealth.com.