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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

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