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2024 Gramercy Institute Financial Content Marketing – Personal Investing Award, created by Gramercy Institute and presented in September 2024, was based on data gathered in the 18 months preceding the award date. An unknown number of candidates were considered for the award in the Personal Investing Business-to-Consumer category, and two were awarded. Participants pay a fee to apply for consideration. This award is not indicative of an advisor’s future performance, and your experience may vary. For more award information, visit https://www.gramercyinstitute.com/winners-2024-content-mktg-awards.

Read more: WHZ Strategic Wealth Advisors, Dunn Marketing Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign

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Tax-Efficient Ways to Show Gratitude Through Charitable Giving Thumbnail

Tax-Efficient Ways to Show Gratitude Through Charitable Giving

November 29, 2024 Charitable Giving By Advisor Holly Wanegar

As we enter the season of gratitude and giving, Giving Tuesday offers a wonderful opportunity to reflect on our blessings and pay it forward through charitable donations.

Investing in “Wellth” Yields Immeasurable Returns Thumbnail

Investing in “Wellth” Yields Immeasurable Returns

December 22, 2023 WHZ News Charitable Giving By Kate Pitts

We believe that living a truly rich life doesn’t come just from building wealth, but by spreading “wellth” as well.

How to Give More and Pay Less This Holiday Season Through Year-End Donations Thumbnail

How to Give More and Pay Less This Holiday Season Through Year-End Donations

December 6, 2023 Next Chapter Years Tax Planning By Advisor Mike Baum Charitable Giving High Net Worth

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Top End-of-the-Year Financial Moves for 2023 Thumbnail

Top End-of-the-Year Financial Moves for 2023

November 10, 2023 Balancing Act Years Next Chapter Years Financial Planning Tax Planning By Advisor Jim Zahansky Charitable Giving Retirement Income

Here are some things you might consider before saying goodbye to 2023.

WHZ's Hale Elected Trustee for Connecticut’s Episcopal Church Donations and Bequests Board Thumbnail

WHZ's Hale Elected Trustee for Connecticut’s Episcopal Church Donations and Bequests Board

October 5, 2023 Investing WHZ News By Advisor Laurence Hale Charitable Giving

“I’m really very honored and happy to take on this role...It’s the perfect opportunity to contribute my wealth management knowledge and skills to support the faith community and its various initiatives in service to the greater community,” Hale said.

WHZ Team, Clients Contribute $8,000 to Help Others Live Well This Holiday Season Thumbnail

WHZ Team, Clients Contribute $8,000 to Help Others Live Well This Holiday Season

December 18, 2022 WHZ News Charitable Giving

Weiss, Hale & Zahansky Strategic Wealth Advisors is encouraging a culture of community by sharing the impact the firm’s team and clients made in helping others to “Live Well” this year.

8 Ways to Live Well Through the Joy of Giving This Holiday Season Thumbnail

8 Ways to Live Well Through the Joy of Giving This Holiday Season

December 2, 2022 Balancing Act Years Next Chapter Years By Advisor Leisl Cording Charitable Giving

Here are some simple and meaningful ways to give back to others in your family, your community and beyond, and truly experience the season of giving.

6 Ways to Give to The Causes You Care About Thumbnail

6 Ways to Give to The Causes You Care About

November 30, 2021 Tax Planning By Advisor Jim Zahansky Charitable Giving High Net Worth

Here's what to know about charitable giving options to maximize your impact as well as your financial strategy.

5 Ways to Support the Black Community Through Your Spending Thumbnail

5 Ways to Support the Black Community Through Your Spending

February 2, 2021 By Advisor Jim Zahansky Charitable Giving

As we celebrate Black History Month, it’s a great time to consider how you can be mindful and make a difference to the Black community through your spending all year long.