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Home > Financial Planner Directory > Washington > Wenatchee > Sean P. Gross, CFP®, AIF®

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Sean P. Gross, CFP®, AIF®

Telos Wealth Management, LLC

385 E Penny Rd
Ste 103
Wenatchee, WA 98801-6619
Phone: (509) 664-8844
Fax: (877) 838-6796

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Investment Management
Estate Planning
Limited Partnerships
Mutual Funds
Real Estate
Insurance
Job Loss
Retirement
Stocks & Bonds
Life Planning
Tangible Assets
Long-term Care
Succession Planning
Sudden Wealth
Special Needs
Personal Taxes

How Planner Charges

Combination Fee/Commission

Considerations: Securities and advisory services thru Commonwealth Financial Network, member www.finra.org/ww.sipc.org. For residents of AZ,CA,FL,HI,MT,OH,VA,&WA. Fixed insurance products & services offered by Telos Wealth Mgmt are separate & unrelated to Commonwealth.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.