WHZ Strategic Wealth Advisors Welcomes Jonathan Mathews to Tolland Office as Associate Vice President, Wealth Advisor

TOLLAND, CT (January 29, 2025) — WHZ Strategic Wealth Advisors has welcomed Jonathan Mathews as Associate Vice President, Wealth Advisor. In this role, Mathews will work collaboratively with the firm's advisory team to provide strategic financial planning and wealth management services to clients. He will be based at the firm’s Tolland, Connecticut office. 

Mathews brings 10 years of financial services experience, specializing in high-net-worth accounts and sophisticated investment and insurance solutions. Before joining WHZ, he served as Leader of Distribution Activation at GRAIL, a Silicon Valley-based biotechnology company, where he engaged with financial services executives and their clients. His background also includes serving in insurance-focused roles with both Prudential Financial and John Hancock, as well as nearly a decade of service in the US Air Force. 

"Jonathan's extensive experience in strategic financial planning and wealth management, combined with his commitment to exceptional client service, makes him the ideal person to lead our growing Tolland office," said WHZ Principal/Managing Partner and Chief Strategist James Zahansky, AWMA®. "His approach to building long-term client relationships through truly personalized service aligns perfectly with our mission to provide each client with absolute confidence and unwavering partnership for life." 

"Jonathan's broad expertise across multiple aspects of wealth management will be invaluable as we continue expanding our services to meet the diverse needs of our clients," added WHZ Principal/Managing Partner and Chief Investment Officer Laurence Hale, AAMS®, CRPS®. "His background in both retail and institutional client services, combined with his strategic approach to financial planning, strengthens our ability to deliver an exceptional wealth management experience at every touchpoint." 

Mathews holds an MBA from the University of Connecticut and a bachelor's degree from the University of Kansas. He currently resides in Woodstock, CT with his four children and is active in the local community, including coaching soccer.  

WHZ is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. The firm’s mission is to provide each and every client with “Absolute Confidence. Unwavering Partnership. For Life” through hyper-personalized financial planning and wealth management services delivered within its own Plan Well. Invest Well. Live Well.™ strategic financial planning process. WHZ is a partner of Commonwealth Financial Network®, a Registered Investment Advisor. To learn more, visit www.whzwealth.com. 

About Weiss, Hale & Zahansky Strategic Wealth Advisors 

Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. 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 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 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.