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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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Wedding Planning Tips from A Wealth Advisor Thumbnail

Wedding Planning Tips from A Wealth Advisor

February 3, 2026 Balancing Act Years Financial Planning Budgeting Women

WHZ Director, Associate Wealth Advisor Aleesha Graham is planning a wedding, and she's sharing some practical financial advice to help others who are planning their big day.

The $84 Trillion Women's Wealth Transfer: Navigating the Greatest Financial Shift in History Thumbnail

The $84 Trillion Women's Wealth Transfer: Navigating the Greatest Financial Shift in History

October 20, 2025 Financial Planning Women By Advisor Leisl Langevin

Over $84 trillion in assets is expected to pass from the Silent Generation and baby boomers to their loved ones over the next two decades. It's the greatest generational wealth transfer in history, and women stand to benefit substantially as wealth passes from generations where money was managed largely by men to one where it is increasingly managed by women.

Financial Empowerment Tips for Women Business Owners Thumbnail

Financial Empowerment Tips for Women Business Owners

March 6, 2025 Business Owners Financial Planning Women By Advisor Leisl Langevin

As a business leader and woman in finance, I've witnessed firsthand how female entrepreneurs are transforming the business landscape.

Financial Advice For Women, From Women, On International Women’s Day Thumbnail

Financial Advice For Women, From Women, On International Women’s Day

March 8, 2024 Financial Planning Financial Literacy Women By Advisor Holly Wanegar By Advisor Leisl Langevin By Kate Pitts

In honor of International Women’s Day, get financial advice for women, from women.

The "Taylor Swift Effect” and Its Financial Lessons for Women Thumbnail

The "Taylor Swift Effect” and Its Financial Lessons for Women

March 4, 2024 Investing Financial Planning Women By Advisor Leisl Langevin

Taylor Swift's success holds valuable financial lessons that women everywhere can apply to boost their financial confidence and empower their own financial journey.

Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know Thumbnail

Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

November 6, 2023 Next Chapter Years Retirement Planning By Advisor Leisl Cording High Net Worth Women

Around 20% of Americans provide custodial care to a loved one. Here's the financial toll it can take, and what other options your loved ones may have.

Leisl L. Cording Named to Hartford Business Journal’s “40 Under Forty” List Thumbnail

Leisl L. Cording Named to Hartford Business Journal’s “40 Under Forty” List

August 20, 2023 Balancing Act Years WHZ News Women By Advisor Leisl Langevin

WHZ Senior Vice President, Financial Advisor Leisl L. Cording CFP® CDFA® has been recognized as an outstanding young professional in the Greater Hartford area.

Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance Thumbnail

Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance

May 1, 2023 Balancing Act Years Financial Planning Women By Advisor Leisl Langevin

As a working mother, you've got a lot on your plate. These 6 tips can help you achieve a stronger work-life balance.

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner Thumbnail

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner

April 13, 2023 WHZ News High Net Worth Women

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner.

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials Thumbnail

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials

March 15, 2023 Balancing Act Years Next Chapter Years Financial Planning WHZ News By Advisor Leisl Cording High Net Worth Women Divorce

As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives.