08/24/2026
Financial planning update! Stay tuned for more financial tips and market updates each month!
TLWM Financial
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Planning | Investment Advice | Relationships We wanted our roots—our core principles— of integrity, passion, and knowledge to be sustainable. Respect them.
From the very inception of our company, we wanted words like caring, kindness, understanding, and wisdom to define us. To grow deep and strong. So that our clients could harvest the results: More abundant lives for themselves and their families. More time for what is truly important and meaningful. After all, that’s how you treat the people you care about. You strive to protect them. Assure their
08/17/2026
Monthly update on the market from Simon Thompson, CFA.📈
06/25/2026
Honored to be recognized as one of Best-in-State Wealth Advisors 2026 for the 7th consecutive year.
Deeply grateful to my clients for their trust and to the exceptional team behind this achievement. Looking forward to continuing to raise the standard in 2026.
*LPL Financial and Forbes are separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial, Member FINRA (https://www.finra.org/) / SIPC (https://www.sipc.org/). Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.
06/10/2026
Listen to my interview with regarding the latest market updates. Great time as always with the amazing team at
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