Thomas Zimmerman (CFP®)
Thomas Zimmerman focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
We are Wealth Managers, providing Comprehensive Financial Planning and Portfolio Management for High-Net Worth and Ultra-High-Net Worth families.
Additional Information
ZWM was founded in 2003 and Tom Zimmerman has been advising clients since 1983. Using our active listening skills and our exrensive resources, we help our clients to identify and achieve their financial and life goals. Most clients have been advised by Tom for over 10 years, many for over 20 years. Many references are available upon requests.
NAPFA Start Date
March 30, 2007