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This marks the ninth consecutive year that all eligible WHZ financial advisors have received the award, a recognition granted to just 10% of this year's Connecticut wealth managers who were considered.
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.
Koehler assists clients with day to day operational needs in collaboration with WHZ’s financial advisors to ensure the best client experience and advancement of client goals.
POMFRET CENTER, CT (April 12, 2022) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Vice President, Associate Financial Advisor Michael Baum, CFP® to the firm.
As we celebrate Women’s History Month, Senior Vice President Leisl Cording's perspective is an important one to consider as we look ahead to creating greater equality for women in the future.
As we close out Women’s History Month, it’s important to look ahead to the future for women. The picture for women in business is very interesting, and holds lessons that all business leaders (and investors) can learn from.
At Weiss, Hale & Zahansky we pride ourselves on our commitment to living out our strategic Plan Well, Invest Well, Live Well™ process not only for our clients, but for the greater community as well.
POMFRET CENTER, CT (February 8, 2022) — Leisl L. Cording, CFP® has been named Senior Vice President, Financial Advisor at Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ), a Pomfret, CT based independent investment, financial planning and wealth management firm serving individuals, businesses and not-for-profit institutions in 35 states.
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.
Here’s what’s important for both women and men to understand about financial gender gaps, and what they can do to push things in the direction of improved equity and financial health for everyone.