Contact Us
for a complimentary consultation
Our goal is to provide each of our clients with Absolute Confidence. Unwavering Partnership. For Life. Discover our approach and the WHZ experience for yourself.
Begin by completing this form to help us understand what's most important to you with regard to your financial goals. Once submitted, you can schedule your consultation online right away.
You'll be able to choose a time that's convenient for you – in person, via video call, or by telephone – and in the meantime we'll begin building a Plan Well. Invest Well. Live Well.™ strategy that's tailored just for you.
Or, contact us here:
info@whzwealth.com / 860-928-2341
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Pomfret Office:
697 Pomfret Street (on Scenic Route 169),
Pomfret Center, CT 06259
Tolland Office:
392-A Merrow Road
Tolland, CT 06084