facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
James Zahansky, AWMA® Thumbnail

James Zahansky, AWMA®

James Zahansky, AWMA®

Principal/Managing Partner, Investment Advisor, & Chief Goals Strategist

Email: jzahansky@whzwealth.com

Jim Zahansky is Principal/Managing Partner at Weiss, Hale & Zahansky Strategic Wealth Advisors, leading practice strategy, business development and client experience initiatives, and team leadership for the firm. Additionally, as our chief goals strategist and investment advisor, Jim leads the WHZ strategic financial planning function that leads clients through our Plan Well, Invest Well, Live Well™ process to help them reach their financial life goals. 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 President of the Northeastern Connecticut Chamber of Commerce Board of Directors, 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 fourth consecutive year in 2022 (2019 being the first year he was eligible). The 2022 FIVE STAR WEALTH MANAGER AWARD was created by Five Star Professional and was presented in November, 2022  based on data gathered between February, 2022 and September, 2022. 2,950 Connecticut-area advisors were considered, and 290 (10%) of 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 www.fivestarprofessional.com.) 

Request a Consultation

Browse Blog Posts by Jim

Loading Posts...