POMFRET CENTER, CT (January 18, 2024) — Weiss, Hale & Zahansky Strategic Wealth Advisors’ (WHZ) Laurence Hale, AAMS, CRPS®, James Zahansky, AWMA® and Leisl L. Langevin, CFP® CDFA® have been awarded the 2023 Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in the financial services industry. This is the tenth consecutive year that all WHZ advisors who were eligible to be considered for the award were selected to receive it.
The 2023 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2023 based on data gathered between February 2023 and September 2023. A total of 3,564 Connecticut-area wealth managers were considered for the award; 313 (nine percent of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.
WHZ Managing Partner and Chief Investment Officer Laurence Hale, AAMS, CRPS®, Managing Partner and Chief Strategy Officer James Zahansky AWMA® and Senior Vice President, Financial Advisor Leisl L. Langevin, CFP® CDFA® each received the award. This marks the tenth consecutive win for Hale, the fifth for Zahansky, and the third for Langevin.
"We never take being recognized as Five Star Wealth Managers for granted. This award is a testament to our entire team's commitment to bring strategic thinking and caring counsel to every client we serve," Hale said.
"Earning the Five Star Wealth Manager distinction for a full decade reflects our driving focus on providing the best possible wealth management experience for our clients, at every touchpoint. And that’s evident not only in this award but more importantly in the relationships we build with our clients. We maintain a 99 percent retention rate with our clients, which is something we’re really proud of,” Zahansky said.
“From building portfolios and strategic financial plans customized to what matters most to them, to being a proactive partner in managing those plans, and being there whenever they need us, every step of the way – we’re committed to delivering the highest level of wealth management experience possible,” he continued.
Langevin echoed those sentiments, referencing the heavy focus that the WHZ team places on providing clients with the highest level of wealth management services possible.
“Being recognized as a Five Star Wealth Manager is a tremendous honor that I think really speaks to the trust our clients place in us. My colleagues and I are devoted to nurturing those trusted relationships by bringing compassion, active listening skills and comprehensive understanding of each person’s financial life to every interaction,” Langevin said.
“Our mission is to fuse this human connection with the latest investment knowledge and best practices, so we can provide advice that helps propel clients toward their own definition of living well, both now and in the future. We’re all really passionate about the quality of skill, strategy, and individual partnership that we put into our work with our clients, and we’re always looking for ways to continually improve upon that with each passing year.”
The Five Star Wealth Manager awards are presented by Five Star Professional in partnership with Connecticut Magazine as a means to help consumers find outstanding wealth managers and investment professionals in their area. The award is given based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with standards for industry experience, education and professional designations, client retention rates, and a thorough review of regulatory history.
WHZ was founded in Pomfret, Connecticut in 2006, and opened a second office in Tolland, Connecticut in 2023. The independent investment firm acts as a fiduciary in offering wealth management and customized financial planning services to individuals, families, business owners and executives, and not-for-profit institutions in 25 states, and is a partner of Commonwealth Financial Network®.
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