Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) is encouraging a culture of community by sharing the impact that the firm’s team and clients were able to make in helping others to “Live Well” this holiday season and throughout the year. Through their efforts and contributions, WHZ donated more than $7,000 to local charities on behalf of their clients, contributed dozens of hours volunteering with local nonprofits and, most recently, collected more than 100 holiday gifts for children in need. In addition, clients added over $1,000 in donations to help local organizations, for a total impact of $8,000 in community support during the holidays.
“We are inspired by and grateful for the generosity that our team and our clients have shown this year in embracing our commitment to helping others live well, and we’re blown away by what we've been able to contribute to our local community through their efforts,” said WHZ Principal and Managing Partner Laurence Hale, AAMS®, CRPS®.
In 2022 WHZ focused most of their community support efforts on dedicated partnerships with area organizations, including Interfaith Human Services of Putnam (IHSP) and its Daily Bread food pantry; the Thompson Ecumenical Empowerment Group (TEEG); the Access Community Action Agency; and the Hale YMCA.
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The company also provides two paid days for volunteer work to every member of its team each year. Through company-wide and individual efforts enabled by that policy WHZ also supported specific initiatives of other nonprofits in the community, including Day Kimball Healthcare, the Northeast Connecticut Women & Girls Fund and the Quinebaug Valley Community College Foundation.
In total, WHZ’s contributions of time, talents and funding this year helped to ease hunger and provide everyday essentials to those in need; offer valuable experiences and opportunities for disadvantaged children; support programs aimed at helping people improve wellness after cancer treatment or injury; promote racial equity; and fund college scholarships for deserving students.
“Empowering others to live well is what drives all we do here at WHZ. It is the ultimate goal we strive for to help our clients achieve through our Plan Well, Invest Well, Live Well™ strategic financial planning process. But it also extends to the broader community as well, and we've fulfilled that commitment in a multitude of ways this year,” said WHZ Principal and Managing Partner Jim Zahansky, AWMA®.
“Each experience of giving has in turn brought our team and our clients the gifts of joy, inspiration and feeling of fulfillment that comes from serving others and the greater good. And that’s an important part of what it means to “Live Well” for us at WHZ.”
Weiss, Hale & Zahansky Strategic Wealth Advisors is a Connecticut-based independent investment firm serving individuals, businesses, and not-for-profit institutions in 25 states. The firm provides comprehensive and fiduciary investment, financial planning and wealth management services through its strategic Plan Well, Invest Well, Live Well™ process. Learn more >
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 not-for-profit institutions, individuals, families, and businesses 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.