comprehensive. Proactive. committed.
Zimmerman Wealth Management® is a fee-only, fiduciary financial planning and wealth management firm located in Evanston, Illinois serving clients in the greater Chicago area and across the country.
As a firm of CERTIFIED FINANCIAL PLANNERS™, at
Zimmerman Wealth Management, LLC® (ZWM) we believe:
- Our clients want to know we are on their side, which is why ZWM is a fiduciary for our clients, committed to putting their best interests first. Period. It is the Zimmerman Wealth Management® way.
- Everyone is different, but everyone deserves the best solutions and service. We get that, and we deliver.
- You worked hard for your money; it should work hard for you. We are dedicated to making that happen.
- A Zimmerman Wealth Management® comprehensive financial plan can take the stress out of overcoming your money challenges. You can achieve your goals with the help of our planning and our implementation of custom-designed solutions.
- Our Clients can sleep better at night, because we are dedicated to planning conservatively.
- Different stages of life bring different transitions and financial needs. We are committed to finding the right financial solutions for you, no matter your stage of life.
- Our clients want stability. We have families of clients who have been with us for 2, 3 and even 4 generations. We are committed to providing reliable advice for many new generations to come.