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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

500 Davis Street, Suite 1005 Evanston, IL 60201 Phone: (847) 556-3200 Fax: (847) 328-5719