Navigating falling rates, rising markets and mixed signals
What to consider for your long-term investment approach
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The Penton-Telerico Group
45 E Washington St
Suite 200
Chagrin Falls OH 44022
(440) 542.6138
(440) 542.6138
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Mark Telerico
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Mission
focus on addressing the investing and wealth management needs of institutions and high net worth individuals and families. work closely with clients to determine their needs and aspirations so that can craft customized strategies to help them pursue their goals.
Meet Our Team
Christine R Geissinger
Officer, Registered Senior Wealth Management Client Associate
440.542.6124
440.542.6124
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.