WHZ Strategic Wealth Advisors Welcomes Tanner Sargent as Client Relationship Associate

POMFRET CENTER and TOLLAND, CT (September 24, 2024) — WHZ Strategic Wealth Advisors has welcomed Tanner Sargent to the firm as a Client Relationship Associate. In this role, Sargent works collaboratively with WHZ's advisors to enhance their ability to serve clients and provide unwavering partnership in the overall client experience. 

Sargent holds the Securities Industry Essentials and Series 6 investment licenses, leveraging his industry knowledge to better serve clients in his role. Before joining WHZ, Sargent worked in the insurance industry, focusing on building relationships with individuals from various walks of life and understanding their unique situations and needs. 

A longtime Tolland resident, Sargent is a graduate of the University of Maine, where he obtained his bachelor's degree and served as Vice President of the Political Discourse Club. 

"We are thrilled to welcome Tanner to our award-winning team at WHZ," said WHZ Principal, Managing Partner, and Chief Goals Strategist James Zahansky, AWMA®. "His background in relationship-building and his commitment to understanding clients' unique needs align perfectly with our mission to provide an exceptional wealth management experience. Tanner's industry knowledge and eagerness to continuously learn and improve make him a valuable addition to our growing team as we strive to deliver absolute confidence and unwavering partnership for life to our clients." 

In his spare time, Sargent enjoys outdoor activities such as skiing, fishing, and traveling. He is also an avid learner, continuously striving to be the best version of his personal and professional self. 

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.