Dan Wood's Contact Details

Dan Wood's Company Details

Zimmerman Wealth Management

, , • 1 - 10 Employees
Financial Services

At Zimmerman Wealth Management, LLC (ZWM), we pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary "wealth management" goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.Whether you're a couple that's planning for your retirement years, emerging investors who want to learn how to best position yourselves for achieving future goals, or a divorced or widowed individual whose spouse handled all of the finances throughout your relationship, ZWM is prepared to offer the individual guidance needed to secure your financial future. ZWM is a fee-only SEC Registered Investment Advisor, which provides comprehensive financial planning and investment management services on a fee-only basis.