POMFRET CENTER, CT (January 10, 2022) — All three financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) have been awarded the 2021 Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in the financial services industry. Nearly 3,200 Connecticut-area wealth managers were considered for the award. Less than 10 percent of those wealth managers – 272 – were selected.
WHZ Managing Partner and Chief Investment Officer Laurence Hale, AAMS, CRPS®, Managing Partner and Chief Strategy Officer James Zahansky AWMA® and Vice President, Associate Financial Advisor Leisl L. Cording, CFP® each received the award. This marks the eighth consecutive win for Hale and the third for Zahansky (he has been eligible for 3 years). This is Cording’s first win, and the first year that she has been eligible per the stringent criteria.
WHZ provides comprehensive financial planning and wealth management services to individuals at every stage of life, from creating a strong financial plan for the future through to wealth management, retirement income planning and estate planning. WHZ also partners with business owners on strategies for business growth and succession planning.
Get 5-Star Wealth Manager Advice In Your Inbox
Subscribe to the Fearless Flyer,
our once-per-month email packed with financial insights to help you Plan Well, Invest Well, Live Well™.
The Five Star Wealth Manager awards are presented by Five Star Professional in partnership with Connecticut Magazine as a means to help consumers find wealth managers and investment professionals in their area. The award is given based on a multifaceted research methodology, which incorporates input from peers and firm leaders along with standards for industry experience, education and professional designations, client retention rates, and a thorough review of regulatory history.
"It’s already an honor to be among only nine percent of wealth managers in the state selected to receive this award, but to have all three of our advisors here at WHZ selected is an incredible accomplishment,” Hale said. “I’m so proud of our team for both the strength of their knowledge and skills, as well as the personalized service we provide to our clients.”
“This award really speaks to the level of care and attention we give to our clients to help them pursue their financial goals as well as the level of pride we take in our work,” Zahansky said. “As fiduciary client asset managers, we put our clients’ best interests first and our mission is to provide the best wealth management experience for every client, every time, at every touchpoint. We do that by taking a comprehensive and strategic approach that organizes our entire team around helping each client to Plan Well, Invest Well and Live Well. We truly do strive to provide our clients with Five Star service.”
On winning the award in the first year she was eligible, Cording remarked, “I’m so proud to have been selected for this award and to be part of the great work we do for our clients here at WHZ. I’m especially proud to be one of the dozens of women to receive the award among hundreds of men, and to be part of a firm that empowers me to be a leader in the finance industry, which is still in need of female representation and leadership.”
The Five Star Award designations mark the second time in several months that WHZ advisors have been recognized for quality client service and industry expertise. Late last year, Managing Partner and Chief Investment Officer Laurence Hale was featured by Commonwealth Financial Network (CFN), as a speaker at the firm’s annual conference and in an article in its internal publication, for his expertise in maximizing productivity and time with clients. WHZ is a partner of CFN, the largest privately-owned independent Registered Investment Advisor/broker-dealer.
WHZ was founded in Pomfret, Connecticut in 2006. Today the firm offers wealth management and customized financial planning services to individuals, families, businesses, and not-for-profit institutions in 35 states. To learn more, visit www.whzwealth.com.
*3,191 Connecticut-area wealth managers were considered for the award; 272 (9% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.