Jim Zahansky is Principal/Managing Partner and Chief Strategist at WHZ Strategic Wealth Advisors, leading practice strategy, client experience initiatives, client acquisition & retention efforts, and team leadership for the firm. Additionally, as our chief goals strategist, Jim leads the WHZ strategic financial planning function that leads clients through our Plan Well, Invest Well, Live Well™ process. Jim has a particular interest in guiding business owners through business financial issues from start-up to succession planning, in addition to working with individual and family clients and non-profit endowments.

Jim transitioned to these pivotal roles at WHZ in 2014 after 17 years as a senior executive in the pharmaceutical industry, where he developed and implemented strategies and initiatives for major US pharmaceutical brands. Throughout his career, Jim developed strong skill sets in company and brand strategy, leadership, fundamental finance, and interpersonal dynamics and regards one’s character as their defining quality.

Jim is active in the both the business community and the community at large. He currently serves as immediate-past President of the Northeastern Connecticut Chamber of Commerce Board of Directors, immediate past Chair of the Hale YMCA Board of Advisors, as a Director of the Day Kimball Healthcare Board, and as a Corporator for Jewett City Savings Bank. He graduated from Bryant University with a business degree and was appointed to the University's Wall Street Council, joining other high-powered, finance-oriented alumni who are focused on innovations in the investment industry. Jim holds the designation of Accredited Wealth Management Advisor® (AWMA®) from the College for Financial Planning.

Jim was also selected to receive the Five Star Wealth Manager Award for the sixth consecutive year in 2024, 2019 being the first year he was eligible. (2019-2024 FIVE STAR WEALTH MANAGER AWARD, created by Five Star Professional. The 2024 award was presented in November 2024 based on data gathered within 12 months preceding the issue date. 3,710 advisors were considered, 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.

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