Who We Are
Who We Help
Services & Strategy
Client Stories
Becoming a Client
Resources
Contact
Client Center

Who We Are
Who We Help
Services & Strategy
Client Stories
Becoming a Client
Resources
Contact
Client Center

Client Stories

Absolute Confidence. Unwavering Partnership. For Life.
Here's what it looks like.

Categories:

balancing act years
business owner
compensation package strategy
estate planning
executive
financial planning
inheritance
investing
next chapter years
retirement income strategy
retirement planning

A Savvy Financial Plan for Early Retirement and Maximizing Company Stocks: Rick's Story Thumbnail

A Savvy Financial Plan for Early Retirement and Maximizing Company Stocks: Rick's Story

balancing act years executive financial planning compensation package strategy

A Financial Plan and Partner That's Future-Focused: Marie's Story Thumbnail

A Financial Plan and Partner That's Future-Focused: Marie's Story

balancing act years executive financial planning compensation package strategy retirement planning

Meticulous Customization to Help Maximize Compensation and Investments: Bill's Story Thumbnail

Meticulous Customization to Help Maximize Compensation and Investments: Bill's Story

balancing act years executive financial planning compensation package strategy retirement planning

Proactive Agility to Help Maximize Personal and Business Finances: Joanne's Story Thumbnail

Proactive Agility to Help Maximize Personal and Business Finances: Joanne's Story

balancing act years business owner financial planning

Invaluable Impact on Personal and Business Finances: Randy's Story Thumbnail

Invaluable Impact on Personal and Business Finances: Randy's Story

balancing act years business owner financial planning retirement planning investing

Ensuring Consistent Accountability to Work Toward Life's Goals: Matt and Jeannie's Story Thumbnail

Ensuring Consistent Accountability to Work Toward Life's Goals: Matt and Jeannie's Story

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Supportive Collaboration for Every New Goal: Jennifer's Story Thumbnail

Supportive Collaboration for Every New Goal: Jennifer's Story

balancing act years

A Truly Holistic Approach for All That Life Brings: Dave's Story Thumbnail

A Truly Holistic Approach for All That Life Brings: Dave's Story

balancing act years executive financial planning compensation package strategy retirement planning investing

WHZ Strategic Wealth Advisors

Serving 25 states from our home offices in Connecticut.

Pomfret Office:

Please note that our Pomfret Office is temporarily located at:
211 Kennedy Drive
Putnam, CT 06260
Mail will continue to be received at:

697 Pomfret Street (on Scenic Route 169),

Pomfret Center, CT 06259

Tolland Office:

392-A Merrow Road

Tolland, CT 06084

Get in touch:

E-mail: info@whzwealth.com

Phone: 860-928-2341

Request an Appointment

The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.

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