About the Firm

Purposeful Wealth.
Lasting Legacy.

A privately held, independent advisory firm built for those who want comprehensive wealth strategy — not just investment management.

“We built Teleo around one belief: your wealth should work as hard as you do.”

The name Teleo comes from telos — the ancient Greek concept of ultimate purpose. Teleo Wealth Partners was founded on the conviction that wealth is not an end in itself, but a vehicle for living the life you've envisioned.

We serve high-net-worth individuals, families, and business owners who want more than portfolio management — they want a unified strategy that connects every dimension of their financial life: investments, tax planning, estate planning, and beyond.

By partnering with Intellivisor Family Office, we deliver the full breadth of family office capabilities — typically reserved for clients with $50M+ in assets — to a broader, highly accomplished client base.

Meet the Founder

Stephen Carrillo, MBA

Founder & CEO

Stephen founded Teleo Wealth Partners with a singular vision: to bring the rigor and comprehensive perspective of a family office to clients who have built meaningful wealth and deserve more than off-the-shelf portfolio management.

With deep roots in financial services and a track record of building results-driven advisory teams, Stephen leads with a philosophy that wealth is personal — and every strategy should reflect the life you're building.

Under his leadership, Teleo has become the trusted partner for high-net-worth families seeking clarity, confidence, and a strategy that lasts.

The Team