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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 and Dunn marketing received Awards of Distinction in the Advertising Campaigns – Financial Services category and in the Publications – White Paper category.
WHZ Strategic Wealth Advisors is pleased to welcome Brody Zahansky as a new associate, and Ian Wolanin and Braiden Saucier as interns for summer 2026.
James Zahansky, AWMA®, Laurence Hale, AAMS®, CRPS®, and Leisl L. Langevin, CFP®, CDFA® have been named to the 2026 Forbes SHOOK Best-In-State Wealth Advisors list for Connecticut. Langevin is among just 58 women advisors recognized with the Top Women distinction statewide.
WHZ Strategic Wealth Advisors is pleased to announce the promotions of four team members whose expanded roles reflect the firm’s continued growth and long-term commitment to delivering an exceptional client experience.
WHZ's Jim Zahansky, Laurence Hale, and Leisl L. Langevin have once again been named Five Star Wealth Managers by Connecticut Magazine and Five Star Professional.
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.