A complete list of active advisors currently associated with TLW Wealth Management, LLC

Warmer can help you find a great advisor at TLW Wealth Management, LLC or one who fits your needs even better.

TLW Wealth Management serves individual and high‑net‑worth investors as well as companies, trusts, and estates, providing discretionary investment management and portfolio services tailored to long‑term objectives and ongoing cash‑flow needs. The firm implements these services mainly through active trading of individual equity securities and will structure portfolios to meet monthly withdrawal requirements. The firm's investment approach is value‑oriented and long‑term, drawing on principles associated with John Templeton, Peter Lynch, and Warren Buffett; it typically buys into declining stocks, may average down two to three times, and often starts positions with partial allocations. Position‑sizing guidelines generally aim to limit individual stock holdings to about 12% of a portfolio (with exceptions for appreciated but still‑undervalued holdings), and positions are trimmed as they become overvalued. Compared with many team advisers, TLW pairs a relatively concentrated, individual‑stock strategy with a small advisory team managing roughly $175 million in discretionary assets and maintains continuous monitoring with at least weekly internal account reviews. Operationally, the firm does not accept proxy‑voting authority from clients and uses a recommended custodian relationship plus a third‑party platform for held‑away retirement accounts without taking custody, practices that differ from many peers.

To learn more about the advisors currently working at TLW Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.