Our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need. But don't stop there. Get our financial tips and insights delivered straight to your inbox with our Fearless Flyer newsletter, to help you keep fearlessly pursuing your financial and life goals.
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 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.
A refreshed brand and new advertising campaign launched today by WHZ is keying in on what it says is the ultimate goal of financial planning and wealth management.
Jillian Smick has been promoted to Senior Associate, Client Experience and Relationships, and Brandon Koehler has been promoted to Senior Associate, Client Relationships.