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A man presenting a laptop with financial reports. There are a man and woman in the foreground listending.

First, let's talk.

The ideal investor at Weiss, Hale & Zahansky Strategic Wealth Advisors is one who is willing to engage in straightforward and open dialogue about their financial life goals. We don’t see our clients just as customers, but as partners who we guide along the way.

As fiduciary advisors, we always act in our clients' best interests. In short, we do well when you do well. So we charge a portfolio management fee commensurate with your assets, and your success becomes our success.  Our ultimate goal is to see you attain your goals and Live Well.

Find out how we can help you reach your goals.

Schedule a Consultation



Then, let's build your strategy.

Through a personal, high-touch and customized approach, we'll partner with you to build and execute a plan that empowers you to fearlessly pursue your goals, through our Plan Well. Invest Well. Live Well.™ strategic process.

Contact Us to Get Started


Step 1

Plan well.

Step 2

Invest well.

Step 3

Live well.™

Step 1: Plan Well

The first step is knowing where you want to go.

Our process begins with open and straightforward dialogue about where you want to go and a detailed plan prioritizing what next steps you should take and why.

The strategic partners at Weiss, Hale & Zahansky Strategic Wealth Advisors are experienced in asking you the right questions and listening closely to your answers, in order to develop a truly personalized plan based on your values and goals, the life you want to lead, and the legacy you wish to share.

Step 2: Invest Well

The key to a smart investment strategy is leveraging what we know from research and experience to create a dynamic portfolio to support your plan.

Our strategy utilizes proven academic research in constructing portfolios that are diversified, cost-effective and tax-aware with the aim of achieving your individual goals over time.

Combining the efficiency of the market with proven research is at the heart of our strategy to minimize controllable risks and to achieve competitive, long-term, risk-adjusted returns.

Step 3: Live Well™

Let's talk about the life you want to live and how we can help you along the way.

What is it that you imagined yourself doing? Are you headed in the direction of that dream? Is your dream big enough? We know that your money is more than just an asset - it is an important resource to living the life you want.

Beyond our primary investment offerings, we offer a wide array of services, education and support tools that are available to you every step of the way as you live your life in support of your financial life goals.



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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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