Contact Us - Zimmerer & Tecle Private Wealth Management, LLC

Build your legacy.

1. Connect

Our journey begins with understanding your financial aspirations. We only work with individuals who are driven to achieve extraordinary results in managing their wealth. With a focus on exclusive, personalized service, availability is limited to ensure unmatched quality.

2. Strategize

Work one-on-one with our experienced advisors to create a custom wealth management plan. Through ongoing consultations and strategic reviews, we deliver a holistic approach encompassing financial advisory, asset management, tax efficiency, and estate planning to align with your long-term goals.

3. Achieve

Your success is our mission. With a tailored roadmap in place, we help you optimize your assets, minimize risks, and achieve sustainable growth. Whether you’re planning for retirement, growing your business, or preserving generational wealth, we ensure measurable results.

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.