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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This Office

1603 Orrington Ave Ste 1725 Evanston, IL 60201-5064 Phone: (847) 556-3200 Fax: (847) 328-5719