Tom Zimmerman, principal and founder of ZWM, has over 21 years of experience as an advisor and Certified Financial Planner. He and his team are standing by to design solid, personalized programs to help you reach your life and financial goals.
Please feel free to use this site to help you gauge whether our 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.« back
Zimmerman
Wealth Management, LLC (ZWM) is an SEC Registered Investment Advisor. We
pride ourselves on our personalized, objective and responsive approach to
helping investors better plot their financial futures. “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.
Whether you’re a couple that’s planning for your retirement
years, an individual investor who wants to know the best use of a sudden
influx of cash, or a divorced or widowed individual whose spouse handled
all of the finances throughout your relationship, ZWM is prepared
to offer the individual guidance needed to secure your
financial future.
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