Tolland and Windham County legislators, Chambers of Commerce lauded this latest milestone for the wealth management firm at a ribbon cutting on February 15
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Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) officially opened its second location yesterday with a ribbon cutting at its new offices located in Twin Pond Center, 392-A Merrow Road in Tolland. The opening is the latest in a series of recent milestones for the wealth management firm, continuing its impressive quality-focused growth in recent years into 2023.
The ribbon-cutting – which was jointly hosted by WHZ in collaboration with the Tolland County Chamber of Commerce and the Northeastern Connecticut Chamber of Commerce – was attended by more than 50 business, community, and legislative leaders from across eastern Connecticut, including Senator Dr. Jeffrey Gordon (R-35), Rep. Tammy Nuccio (R-53), Rep. Tim Ackert (R-8) and Rep. Patrick Boyd (D-50).
The new Tolland office provides an expansive and welcoming space in addition to WHZ’s existing office in Pomfret Center, CT, from which it has been serving high-net-worth individual, business, and non-profit clients in Connecticut and 24 other states since 2006.
In his remarks during the ceremony, Senator Jeffrey Gordon (R-35) praised the firm for its expansion and commitment to clients while presenting them with a congratulatory citation in recognition of the firm’s physical expansion into the Tolland region.
The ribbon-cutting is the latest in a string of recent announcements regarding the firm’s quality measures and growth.
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Earlier this month WHZ announced the promotion of three of its team members to new VP and leadership roles, and in January the firm announced that for the ninth consecutive year, all of its financial advisors eligible for the Five Star Wealth Manager Award (Laurence Hale, James Zahansky and Leisl Cording) were selected to receive it for 2022 – a distinction granted to just 10 percent of Connecticut wealth managers who were considered for the award.
(The 2022 Five Star Wealth Manager Award was created by Five Star Professional and 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, but a fee is paid for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information, visit fivestarprofessional.com.)
Principals and managing partners Laurence Hale, AAMS®, CRPS®, and James Zahanksy, AWMA® say they credit the growth of their team and the firm's second physical location to keeping a laser focus on their mission of providing an exceptional wealth management experience at every touchpoint for their clients, along with a strong focus on data-informed strategy, innovation in technology and operations, and an uncompromising commitment to their vision of helping others to “Plan Well. Invest Well. Live Well.™”
It's that “Plan Well. Invest Well. Live Well” strategic process, paired with meaningful and trusting relationships, that Hale and Zahansky say has fueled their growth and that sets their firm apart from other financial planning and wealth management companies.
“The fact that we’re an independent wealth management firm has really allowed us to create our own very specific and tailored approach to how we work with our clients,” said WHZ Co-Founder, Principal/Managing Partner, and Chief Investment Officer Laurence Hale.
“We’ve built a service model based on a fiduciary, partnership approach that really takes a comprehensive and long-term view of our clients’ needs,” he said. “Then we solve for those needs through a structured and strategic planning process and partner with our clients over the long haul to see that strategy through so they can meet their goals not just for today but for a lifetime.”
Hale says that often, that partnership even continues with next-generation family members. Principal/Managing Partner and Chief Goal Strategist Jim Zahansky credits those meaningful and trusting relationships and the firm’s overall success to their client-centered philosophy and approach.
“Effective wealth management isn’t just about the numbers,” Zahansky says. “Strong investment and financial planning knowledge is key, of course, and I think our quality-focused growth approach shows that our team does an excellent job with that. But at the end of the day, it’s not simply money that clients are looking to gain, it’s the goals and dreams they have for themselves and their loved ones that require money to achieve.”
Zahansky says that wealth management is not a one-size-fits-all, transactional process – or at least it shouldn’t be.
“You really can’t create an effective financial roadmap for achieving those big life goals without truly understanding what that client’s dreams are, what their priorities are, and then strategizing the best way to invest and build wealth for those particular goals and their particular timeline,” he says.
“It’s really a very personal process. And I think a part of our success at WHZ has been the fact that our entire practice is built on first taking that personal, partnership approach with each client to build the financial strategy that’s right for them, and then consistently adding value to help them stay on-strategy to achieving their goals.”
WHZ was founded in Pomfret, Connecticut in 2006 as a fiduciary, independent investment firm. Today the firm offers 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®, one of the largest privately-owned independent Registered Investment Advisor/broker-dealers in the United States. (*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.) To learn more, visit www.whzwealth.com.