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Your goals are personal.

So is our approach to helping you reach them.

Experience absolute confidence through our holistic, highly personalized partnership.



We're here for you...

In The Balancing Act Years

You're balancing competing priorities and in the accumulating stage of your wealth journey.

We’re here to guide you along the path to meeting your goals.

In The Next Chapter Years

You’ve worked hard, and now you’re ready to start a new chapter. 

We’ll help you make a plan to empower that next adventure.

As an Executive

You know the importance of a strong team and strategic thinking. It's time to have that in pursuit of your own goals.

We'll help you leverage your compensation package to empower your life.

As a Business Owner

You provide for your employees, your family, and your customers. It’s a lot to take on.

Our goal is to make the lift quite a bit easier.

"We have absolute confidence in them and that takes any weight off our shoulders. We really don't worry about our finances anymore, we let our team at WHZ worry about it because we know that they’re proactive, they're doing everything they can to increase our portfolio, and they’re doing things the right way, and that's a great thing."
– Ken Kaplan, WHZ Client

Read Ken & Johanne's Story

 This statement was provided 2/29/2024 by Johanne Kaplan who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

How We Help

A true strategic partner helps you every step of the way. That's why we're passionately committed to providing each of our clients with 

Absolute Confidence. Unwavering Partnership. For Life.

How do we do it?

Through a truly collaborative and holistic wealth management experience and our strategic Plan Well. Invest Well. Live Well.™ process. This process removes the guesswork, wishful thinking, and potential worries from investing. It’s based on extensive research, facilitated with the most up-to-date tools available. Our goal is to deliver an unparalleled wealth management experience that you can depend on – every step of the way.

graphic with arrows showing "Step 1: Plan well; discover your goals. Step 2: Invest well; align your investments. Step 3: Live well; live your goals.

"The overarching financial plan and strategy that WHZ has created for me and my family gives me tremendous peace of mind about the future that I lacked previously."
– Marie Sanchirico, WHZ Client

Read Marie's Story

 This statement was provided 3/7/2024 by Marie Sanchirico who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Who We Are

Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent financial planning and wealth management firm dedicated to providing each client with Absolute Confidence and Unwavering Partnership, For Life.

We do that by acting as a fiduciary asset manager and a truly personal partner for our clients. We offer more than 60 years of combined experience in wealth management and customized financial planning services to individuals, families, business owners, executives, and not-for-profit institutions in 25 states, and we are a partner of Commonwealth Financial Network®. 

Our mission is to deliver an exceptional wealth management experience for every client, at every touchpoint, and we embrace six core values in all we do: we are independent, strategic, consistent, principled, academic, and empathetic.

Meet Our Team

Schedule a Complimentary Consultation

News & Resources

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Meet Our Five-Star Wealth Managers

2023 Five Star Wealth Manager Award 

created by Five Star Professional. The 2023 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2023 based on data gathered between February 2023 and September 2023. A total of 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.

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