Build

your legacy.

Comprehensive Wealth Management for Life’s Complexities.

Our team delivers tailored strategies encompassing financial planning, asset management, tax and estate planning, and more. Empower your future with expert guidance that aligns your wealth with your goals.

The pinnacle of wealth amplification strategies.

Comprehensive wealth management services using asset management, custom retirement plans, and superior tax planning.

Our tailored solutions integrate financial advisory, asset management, tax planning, and more to empower your financial journey.

Wealth Management

A comprehensive service that includes financial advisory, asset management, tax planning, estate planning, charitable planning, retirement planning, and credit and lending.

Financial Advisory

A tailored financial planning service addressing your needs and goals, focusing on wealth allocation, tax considerations, investments, and estate planning.

Asset Management

A service focused on curating and managing investable assets based on investment philosophy, market suitability, and risk.

Tax Planning

A service optimizing tax efficiency through strategies like tax-loss harvesting and personalized investment planning to enhance after-tax portfolio performance.

Estate Planning

A service creating and executing comprehensive estate plans, including account titling, legal instruments, and charitable giving strategies.

Charitable Giving

Assistance in structuring tax-efficient charitable giving strategies, including donations, family foundations, and scholarships.

Retirement Planning

Expertise in creating retirement plans such as 401(k)s, SEP-IRAs, and cash balance pension plans to maximize deferrals and tax benefits.

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Credit and Lending

Guidance on securities-backed lending to facilitate wealth generation and asset purchases while minimizing tax recognition.

Specialized Advisory for Professionals

Custom strategies for professionals, such as doctors and retirees, utilizing pledged asset lines and cash balance pensions to optimize tax outcomes and preserve wealth.

Meet the team.

Dedicated to crafting strategies that amplify wealth and protect legacies.

With over two decades of experience in law and finance, Charles specializes in crafting innovative wealth strategies that protect and amplify client assets. His commitment to excellence ensures clients receive personalized, forward-thinking advice tailored to their unique financial goals.

Leveraging his background as a Tax Attorney and Certified Public Accountant, Charles integrates legal precision with financial acumen to create strategies that minimize tax exposure while maximizing growth potential. His leadership and expertise make him an invaluable partner for clients navigating complex financial landscapes.

Expert in tax-efficient wealth planning and risk management

Proven track record in helping high-net-worth clients achieve financial independence

Passionate about empowering families to build lasting financial legacies

Charles Zimmerer

Alexander Tecle

Alexander Tecle brings a dynamic and innovative approach to wealth management at Zimmerer Tecle Private Wealth Management. As Co-Founder, Alexander focuses on designing holistic financial plans that align with each client’s aspirations. His depth of expertise ensures every client benefits from cutting-edge strategies to grow and protect their wealth.

With a strong background in retirement planning and investment management, Alexander partners with business owners and professionals to unlock their full financial potential. His ability to simplify complex financial concepts makes him a trusted advisor for clients at every stage of their wealth journey.

Specializes in retirement planning and customized investment strategies

Deep experience in optimizing tax-deductible contributions for business owners

Dedicated to building long-term client relationships through trust and transparency

Take Control of Your Financial Future.

Exceptional Results.

Discover how our personalized wealth management strategies—combining cutting-edge financial tools with expert advice—empower individuals and families to secure their financial future.

Brian T.

Alexander’s investment strategies completely changed the trajectory of my portfolio. His market insights and data-driven approach helped me achieve steady growth, even during volatile times. I trust him implicitly with my wealth.

David Carter

Retired Engineer

I didn’t realize how unprepared I was for retirement until I met Charles and Alexander. They created a detailed roadmap to secure my future, and I couldn’t be more grateful.

Jennifer Hall

CEO of Hall Enterprises

Charles and Alexander were instrumental in structuring my estate to preserve wealth for future generations. Their attention to detail and understanding of my unique needs gave me peace of mind knowing my legacy is secure.

Rebecca L.

Charles and Alexander worked tirelessly to create a tax strategy that significantly reduced my liabilities. I’ve saved more in the past year than I ever thought possible, allowing me to reinvest those savings into my business.

Ethan G.

Surgeon

Alexander’s advice on protecting my assets was invaluable. His insights into insurance and risk management shielded my family’s wealth from unforeseen events. Charles’ proactive communication ensured every detail was covered

Paul Buijs

@paulvanyork

Working with Charles has been transformative for my family’s financial future. His ability to simplify complex concepts and create a personalized plan gave us the clarity we desperately needed. Now, we’re confident in achieving our long-term goals.

All testimonials provided voluntarily by current clients and not compensated. There are no conflicts of interest to disclose.