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Who We Are

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Who We Are

“Enjoy being an advisor again”

TLWM is a SEC Registered Investment Advisor with headquarters in San Antonio, Texas. TLWM specializes assisting advisors transitioning into retirement. We know your clients are your top priority. That is why as a team, we focus on personalized service, asset management and comprehensive financial planning for your clients.

TLWM Financial was founded in 2005 by Enzo T. Pellegrino, CFP® to provide our retail clients with comprehensive asset management and personal service that is rooted in caring, kindness and wisdom.  “When I built TLWM, I simply wanted to create a platform that would allow us to work efficiently as a team, and serve our clients better. This meant having access to resources that would allow us to grow more efficiently.” Enzo T. Pellegrino, CFP®, TLWM President

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TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

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