WHO WE ARE
Zimmerman Wealth Management, LLC (ZWM) is a fee-only SEC Registered Investment Advisor. We pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary “Wealth management” goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.
Our primary focus is to help individuals and families reach their life goals by developing strategies and programs that help them achieve their financial goals. Our personalized service and commitment to the highest professional standards and practices allow us to offer expansive and flexible wealth management options. Our programs provide a complete picture of your financial status with quarterly reports designed to keep you abreast of your investments and move you closer to your goals. The growth of our business relies solely on referrals from our client base and those professionals who know our work. Most of our clients are so happy with our level of personal services and expertise that they are pleased to recommend us to their friends, when given the opportunity.
Tom Zimmerman, principal and founder of ZWM, has over 30 years of experience as an advisor and Certified Financial Planner. He and his team are standing by to help you reach your life and financial goals. Please feel free to use this site to help you gauge whether our fiduciary wealth management services suit your money management needs. We’re sure that we’ll be able to draw a complete financial roadmap designed to meet your future financial objectives. And we do so with more flexibility and personalized service that might be available from other advisors.
As “Fee-Only” planners we are compensated solely by fees paid by our clients for financial advice. Period. We do not accept commissions or compensation from any other source. As a "Fee-Only" firm, ZWM avoids the significant "conflict of interest" that results for other advisors when they stand to gain financially from the purchase of any product he or she recommends to the client.
ZWM was founded in 2003 with the mission of providing superior expertise in comprehensive financial planning and investment management on a fee-only basis. These principles are deeply rooted in the values of the firm’s founder, Tom Zimmerman, who has over 30 years of experience in the financial advice industry. Each employee of the ZWM team shares the same commitment to providing comprehensive financial planning, objective advice and personalized service under a fee-only model.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.