Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) Principal/Managing Partner and Chief Investment Officer Laurence Hale AAMS®, CRPS® has been elected to the Board of Trustees for Donations and Bequests for Church Purposes of the Episcopal Church in Connecticut.
Donations & Bequests (D&B), a fiduciary for assets of the Episcopal Church of Connecticut (ECCT), offers ECCT parishes and institutions access to professional investment management services and a portfolio of investment options normally only available to the largest investment funds.
As a result of its significant combined portfolio of over $150 million in assets, the D&B is able to offer low management and custodial fees to its participants, along with a hybrid allocation to active management and index funds that enables its participants access to institutional-level investment management.
“I’m really very honored and happy to take on this role for the Donations & Bequests. It’s the perfect opportunity to contribute my wealth management knowledge and skills to support the faith community and its various initiatives in service to the greater community. Not only that, but it also aligns with the philosophy that we hold so strongly at WHZ around our Plan Well, Invest Well, Live Well strategic process – that the point of maintaining a solid financial plan and investment strategy isn’t necessarily to build wealth, per se, but to attain the big life goals and experiences that require money to achieve,” Hale said.
“Helping others to build wealth in line with their values and in service to what they want to be able to contribute to others is one of the most satisfying parts of my work, ultimately empowering our greater community to Live Well.”
In keeping with that sentiment, Hale says he is particularly looking forward to helping to manage and guide the ECCT’s “Values Investing Fund,” which is guided by the values of The Episcopal Church and tailored to make investments that not only create shareholder value but also support sustainable environmental stewardship, equitable social justice and responsibility, and best practices in corporate governance.
To learn more about the ECCT and Donations & Bequests , visit episcopalct.org.
Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment and fiduciary wealth management firm, and 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.) Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and provides wealth management services within a self-developed 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, 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, 860.928.2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information, please visit www.whzwealth.com.