TLWM Financial, based out of San Antonio, TX, is a reputable local investment advisory firm serving over 530 individual clients. With more than $333,260,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With three offices in the region, TLWM Financial offers a comprehensive range of services to meet their clients' needs.
As registered representatives of a broker-dealer, insurance broker, and agent, TLWM Financial provides a holistic approach to wealth management. While they specialize in discretionary asset management, they also possess the expertise to manage employer funds. Their compensation structure is flexible, including various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees.
The firm takes pride in its team of 11 dedicated employees, with the majority focused on providing exceptional investment advisory services. Each investment advisor at TLWM Financial manages an average of approximately $33,330,000 in assets, demonstrating their competence and commitment to client success. Notably, the firm boasts a group of highly experienced advisors, including Teshay Flowers, Simon Thompson, and Enzo Pellegrino, who have been with the company for a significant period.
With a strong presence in the San Antonio area, TLWM Financial is committed to delivering personalized financial solutions, tailored to meet the unique goals and aspirations of their clients. By combining expertise, industry knowledge, and a client-centric approach, TLWM Financial continues to build lasting relationships and provide reliable financial guidance to individuals and organizations alike.