About My Practice
Zimmerman Wealth Management's mission is to help our clients identify and achieve their life goals by proper organization and management of their financial assets. We provide objective advice as to the best solutions for each client. We strive to achieve our goals by working closely with our clients to determine the smartest and most appropriate strategies for their individual situations.
We are paid on a fee-only basis. This means that our clients pay us for our advice, period. We accept no commissions or referral fees from any parties. As a "Fee-Only" firm, ZWM believes there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.
ZWM specializes in comprehensive and objective financial planning, addressing:
- Investment planning and implementation
- Financial independence planning/retirement planning
- Risk analysis and risk management (insurance planning)
- Estate planning strategy and overview
- Tax planning
- Charitable giving
- Family asset preservation/family wealth planning
- Business planning/succession planning
Most importantly, ZWM provides a continuous extraordinary level of service, a hands-on approach that separates us from the competition. We deliver a consistently high level of prompt, individually tailored, detail-oriented attention in the management of your assets. Our standard is to deliver professional, personalized attention that is significantly above and beyond that offered by most financial services providers.
I have been advising clients for over 26 years. I have seen many trends and fads come and go; up markets, down markets, good investment and planning ideas, along with the not so good ones. My mission is to bring what I have learned to each of my client relationships, using comprehensive planning to help my client families grow their wealth and to establish and achieve their life goals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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