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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

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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.


Check out the background of this firm and investment professionals on Finra's BrokerCheck