Zimmerman Wealth Management, LLC
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any payments from anyone other than our clients. Our goals are to understand our clients' total situation and outlook, provide objective and actionable advice, and to deliver the best in personalized service. Most of ZWM's clients have been with the firm for over 15 years; several have been Tom's clients for over 30 years.
Please visit our website, www.ZimmermanWealth.com for more information. Feel free to contact us to learn more about our firm, and to obtain references. We look forward to the opportunity to learn about your situation, and to see if ZWM would be a good fit for you.
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