Zimmerer & Tecle Private Wealth Management, LLC

Zimmerer & Tecle Private Wealth Management is a wealth management firm offering financial advisory, asset management, tax planning, estate planning, charitable giving, retirement plan design, and securities-backed lending. The firm also lists custom strategies for professionals such as doctors and retirees, using pledged asset lines and cash balance pensions. Charles Zimmerer, a tax attorney and certified public accountant, and co-founder Alexander Tecle, who focuses on retirement planning and investment management, lead the client work.

New clients start with a consultation, followed by a custom plan built through ongoing reviews. The firm says it works mainly with business owners, professionals and high-net-worth families, and it lists a phone line at 305-771-0222. Investment advisory services are offered through Belpointe Asset Management, and insurance products through licensed carriers.