Create your plan now to Live Well...
In The Balancing Act Years
You're in the working, saving and accumulating stage of your wealth journey. This time is full of important milestones.
We’re here to guide you along the path to meeting your goals.
In The Next Chapter Years
You’ve worked hard, raised your family, lived through a few curveballs and now you’re ready to transition away from a full time career and start a new chapter.
We’ll help you make a plan that will empower that next adventure to the fullest.
As a Business Owner
You provide for your employees, your family, your community and your customers – and at the end of the day, it’s about more than business. It’s a lot to take on.
Our goal is to make the lift quite a bit easier.
Independent, Fiduciary Financial Planning and Wealth Management
BASED IN POMFRET, CT, SERVING 25 STATES
Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an award- winning, independent wealth management firm dedicated to empowering others to Live Well.
As a fiduciary wealth management firm led by Five-Star Wealth Manager Award-winning* financial advisors, our goal is to help our clients Live Well. We do that through our personalized Plan Well, Invest Well, Live Well strategic process and a high-touch, high-frequency wealth management model that meets our clients where they want to be, on their terms.
We are a partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer in the country.
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News & Resources
2022 Five Star Wealth Manager Award
created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com.
Check out the background of this firm and investment professionals on FINRA's BrokerCheck