In 2016, TLW was founded in the basement of an Omaha home.
Our founder, David, decided that after 30+ years of working for large financial firms, he wanted to simplify his life and have full control over the decision-making process to better serve his clients. David has always loved the industry, but he wanted to manage money rather than execute trades.
David built a business model that ensures we are on the same side as the clients and that doing business is a win-win for both parties. This is the driving factor because our incentives are aligned with the clients.
TLW started with a single advisor and a handful of like-minded clients who understood the benefits of long-term investing. Since then, the company has grown, and David has built a team of trusted associates, including two of his children and his son-in-law.
Now that he has a trusted team in place, he serves as their mentor and is thrilled to be able to teach them how to do what he does. He realized the platform he built is valuable and sustainable. He hopes to be able to pass it on to help the next generation of advisors and investors.
David is proud that he was able to turn his passion into a family business. He sees TLW as the perfect tool to help his clients, his clients kids, and others for years to come.
