Zimmerman Wealth Strategies

At Zimmerman Wealth Management, LLC (ZWM), we are dedicated to providing world-class comprehensive financial planning and investment management on a fiduciary, fee-only basis. As a fiduciary advisor, we put our clients' best interests first. We believe in transparency and full disclosure, so our clients can trust that we are working in their best interests.

Our Story

Founded in 2003, our mission is to provide personalized, responsive solutions and service to help our clients achieve their financial goals. For over 18 years, we've grown primarily through referrals from our satisfied clients and professionals who know us. We are proud that our clients are so happy with our firm. Our recent client satisfaction survey results show that about 90% of the responding clients are "Extremely Satisfied" and about 10% are "Very Satisfied."

Our Approach

At ZWM, we believe that every individual is unique, and every financial situation is different. That's why we take a comprehensive and personalized approach to financial planning and investment management. We work closely with our clients to understand their goals, risk tolerance, and financial situation, and then develop a customized plan to help them achieve their financial objectives.

Comprehensive Financial Planning

Our comprehensive financial planning process is designed to help our clients achieve their financial goals and alleviate financial stress. We offer a range of services, including financial independence planning, retirement planning, investment planning, risk analysis and risk management, estate planning strategy, and tax planning, among others. We also help our clients with charitable giving, family asset preservation, and business planning.

Investment Management

Our investment management process is designed to provide our clients with a sophisticated and tailored approach to managing their assets. We employ state-of-the-art planning through advanced analysis and sophisticated software, and we are vigilant in our research, keeping us on top of the latest trends and issues that can influence our clients' investment strategies.

Why Choose Us

At ZWM, we are dedicated to providing exceptional service and customized solutions to our clients. We are a small firm, with each advisor working with fewer than 50 families, allowing us to provide highly personalized attention and service. We are committed to being transparent and fully disclose any potential conflicts of interest. We are proud of our commitment to our clients and our community, and we strive to make a positive impact on the world around us.

World Headquarters

500 Davis Street, Suite 1005, Evanston, IL 60201 | tel. (847) 556-3200