Evanston, IL Orrington Office

Zimmeran Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a mix of individuals (both non‑HNW and high‑net‑worth), trusts, employee benefit plans, charitable organizations and privately held entities. The firm delivers continuous portfolio supervision and written financial plans, and also advises plan sponsors on retirement plan investment menus.

The firm generally follows a conservative, long‑term asset allocation approach that leans on mutual funds, ETFs and closed‑end funds but is not limited to those vehicles; its analytic toolkit combines fundamental analysis with technical and cyclical methods and uses both long‑ and short‑term purchase strategies as warranted. Accounts are typically managed on a discretionary basis with ongoing monitoring, written quarterly reporting, and the ability to document client investment restrictions in an investment policy statement.

Compared with many peers, Zimmerman Wealth Management manages several hundred client accounts while overseeing roughly half a billion dollars in regulatory assets under management, suggesting a relatively high average account size and a more concentrated client roster. The firm also operates with an institutional custodial relationship that provides trading, reporting and practice‑management technology, maintains proxy‑voting authority for client accounts, and is majority‑influenced by a principal holding over 25% ownership.