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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
WHZ has welcomed Logan Lum as Associate Vice President, Lead Wealth Advisor, and Aleesha Graham as Director, Associate Wealth Advisor. These strategic additions underscore the firm's commitment to continually evolving its capabilities to deliver exceptional, personalized wealth management services to every client at every touchpoint.
WHZ Strategic Wealth Advisors and its agency of record, Dunn Marketing, have been honored with a 2025 Communicator Award of Distinction1 in the Financial Services Marketing Campaign Effectiveness category for WHZ’s "Absolute Confidence. Unwavering Partnership. For Life." campaign, competing alongside industry giants including American Express, Bank of America, and AllianceBernstein.
WHZ Strategic Wealth Advisors cut the ribbon on its remodeled and expanded headquarters in Pomfret, Connecticut on the evening of June 26th.
Join us in giving a warm welcome to the newest member of the WHZ team, Jonathan Mathews, Associate Vice President, Wealth Advisor!
For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.
Dunn Marketing and WHZ Strategic Wealth Advisors have been honored with a 2024 Gramercy Institute Financial Content Marketing Award in the Personal Investing, Business-to-Consumer category, tying with industry giant Vanguard. The award recognizes Dunn Marketing’s and WHZ’s innovative person-centered approach to financial industry marketing and communications.
Join us in giving a warm welcome to the newest member of the WHZ team, Tanner Sargent, Client Relationship Associate!
Congratulations to our very own Brandon Koehler on his continued education and this momentous accomplishment!
Join us in giving a warm welcome to the newest member of the WHZ team, Kevin Le, Client Relationship and Experience Associate!
James Zahansky of WHZ has been awarded the prestigious Gold Key Award by the Northeast Connecticut Chamber of Commerce.