2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com.
Latest awards mark the ninth consecutive year that all eligible WHZ Advisors have been selected for the recognition
POMFRET CENTER, CT (January 17, 2023)
Weiss, Hale & Zahansky Strategic Wealth Advisors’ (WHZ) Laurence Hale, AAMS, CRPS®, James Zahansky, AWMA® and Leisl L. Cording, CFP® have been awarded the 2022 Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in the financial services industry. Nearly 3,000 Connecticut-area wealth managers were considered for the award, with just 10 percent (290) selected to receive it. (See stringent eligibility requirements below.) This is the ninth consecutive year that all WHZ advisors who were eligible to be considered for the award received it.
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. Cording, CFP® each received the award. This marks the ninth consecutive win for Hale, the fourth for Zahansky, and the second for Cording.
"I’m really proud of the work that our team does and the personal service and relationships we build with our clients. The long tenure of so many of our client relationships proves the value we deliver and is the ultimate measure of success for me. Of course, it’s also wonderful for those qualities to be recognized among industry peers as well,” Hale said.
Zahansky echoed those sentiments, with an eye to the future.
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“Recognition comes from hard work and a strong focus on quality, and I’m very proud of the hard work and quality wealth management experience that our team provides. We’ve built our entire practice on delivering an exceptional wealth management experience for every client, at every touchpoint, with a singular focus on helping them to plan well, invest well and live well throughout that partnership,” Zahansky said. “Staying true to that mission and promise is what has helped our firm continue to receive accolades like this one, and to continue to grow. I’m excited to see the continued growth of our firm unfold in 2023 with the singular focus on helping our clients to live well.”
For Cording, 2022 was undoubtedly a year of growth and achievement. She was promoted to senior vice president at WHZ in February 2022, just three years after joining the firm and a few months after earning her first Five Star Wealth Manager designation in the first year she was eligible.
“Of course I’m thrilled to have received the Five Star designation once again, and I’m really looking forward to continuing in a leadership position at WHZ,” Cording said. “The overall client experience, service model and organizational culture at our firm is something that I think is very special. It forms the foundation of our success as a company as well as the strong relationships we have with our clients. As one of a relatively small number of women in a finance leadership role, I’m especially excited to continue to help move other women forward in this industry and to helping my female clients to further empower themselves financially.”
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.
Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser /broker-dealer. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.