Zimmerer & Tecle Private Wealth Management, LLC provides comprehensive wealth management for individuals, families, business owners, and professionals navigating complex financial needs. Its services bring together financial planning, investment and asset management, tax planning, estate planning, charitable giving, retirement planning, and credit and lending guidance. The firm develops tailored strategies intended to align clients’ wealth with their goals, improve tax efficiency, manage risk, and support long-term financial and family legacies.

Financial advisory services address wealth allocation, investments, tax considerations, and estate planning. Retirement solutions include customized plans such as 401(k)s, SEP-IRAs, and cash balance pensions, while lending guidance covers securities-backed borrowing. The firm also assists with estate structures, charitable donations, family foundations, and scholarships.

Co-founders Charles Zimmerer and Alexander Tecle draw on backgrounds in law, taxation, finance, retirement planning, and investment management. Charles is a tax attorney and certified public accountant, and Alexander works with business owners and professionals on holistic financial plans. Investment advice is offered through Belpointe Asset Management, LLC; insurance products are offered through licensed carriers.