Financial Planning & Wealth Management
for Mid-Career Professionals
You’ve got big goals and a busy schedule. As independent financial advisors we meet you where you are, and partner to get you where you want to be – with Absolute Confidence. Unwavering Partnership. For Life.
Achieve financial freedom.
Buy your first home, or upgrade from your starter home.
Pay off student debt faster – and save your children from it altogether.
Retire early, or afford the flexibility to design a career lifestyle you won’t want to leave.
Travel, see, do, and truly LIVE through all of life’s stages, not just at retirement.
schedule your free consultation
Explore Our Financial Planning and Wealth Management Services
We act as a fiduciary to offer comprehensive wealth management services within a holistic approach. We consider how to fit each of your financial goals into your ideal financial picture.
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- Education Planning
- 529 College Savings Plan Account Management
- Student Debt Reduction Strategies
- Private Wealth Management
- Insurance Planning & Analysis
- Inheritance Tax Planning
- Estate Planning
- Tax Strategies
- Custom Consulting
- Custom Consulting
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- 401(k) & 403(b) Plan Analysis
- IRA Rollover
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k), 457, 403(b)
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- Investment Strategies
- Investments for Beginners
- Investment Analysis
- Short Term Investments
- Long Term Investments
- Investment Account and Portfolio Management
- Mutual Funds
- Stock Investment
- Bonds & Municipal Bonds
- Exchange Traded Funds (ETF)
- ESG Investing
- REITs
- Alternative Investments
- Annuities & CDs
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- College Savings Accounts
- Endowments
- Trusts
- Corporate
- Non-Retirement
Supportive Collaboration
"WHZ's uniquely personalized guidance, professionalism, and compassion have allowed me to experience a true sense of security and confidence when it comes to my finances. With WHZ, I have a trusted partner and we’re working towards my financial future together."
– Jennifer, WHZ Client
This statement was provided 3/15/2024 by Jennifer Pasiakos who is a client. The image shown are models and not the actual clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Meet Your Advisory Team
schedule your free consultation
Invaluable Impact
"WHZ helped me balance protecting my assets through conservative investment approaches while also optimizing opportunities for growth. They made sure I was checking all the boxes in terms of saving for my two daughters' college funds and my own retirement planning."
– Randy, WHZ Client
This statement was provided 3/15/2024 by Randy Defillips who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
What to Expect:
Our Strategic Financial Planning Process
You’re only 3 steps away from your tailored strategy
We developed this process based on extensive research and execute it using the most up-to-date tools available. It uses a steady and disciplined partnership to provide a simple path to wealth so you can reach your goals and Live Well.
We Make It Easy to Get Started
1. book your discovery session
Kate Pitts, SVP Client Experience & Relationships, will meet with you virtually, by phone, or in person to learn more about your specific situation and goals. She will also explain our strategic process and how we work to provide you with the best possible wealth management experience, every time, at every touchpoint.
2. complete your secure online profile
After your discovery session, you can provide more detailed information about your finances, goals, and preferences using our secure online form. Our team will use that information to begin drafting your personalized financial strategy.
3. Meet With Your Advisor to Review & Launch Your Tailored Financial Plan
You'll meet with your advisor to review and refine the comprehensive financial plan our team has drafted specifically for you. Then we'll launch your strategy and partner with you every step of the way to ensure you stay on track toward your goals.
Book Your Discovery Session Now
We understand that mid-career professionals like you face unique challenges and opportunities.
Whether you're navigating the complexities of family finances, planning for your children's education, or preparing for retirement, our team is here to help you make informed decisions every step of the way:
- Our approach is personalized and comprehensive. We take the time to listen to your aspirations and concerns, crafting a financial strategy that aligns with your goals.
- From investment management to tax planning, we provide the tools and insights you need to build and protect your wealth. Imagine having a clear roadmap to financial success. With our unwavering partnership, you can confidently tackle life's milestones. Want to buy that dream home? We’ll help you understand your options and find the best financing solutions. Looking to pay off debt? We’ll create a plan that accelerates your progress while still allowing you to enjoy life today.
- When it comes to retirement, we believe in planning for a lifestyle, not just a number. Our team will work with you to envision your ideal retirement and develop a strategy that ensures you can live it fully. Whether it’s traveling the world, pursuing hobbies, or spending more time with family, we’ll help you make it happen.
Don’t let financial uncertainty hold you back. Schedule your free consultation today, and let’s start building a future where you can thrive at every stage of life.
Consistent Accountability for Your Goals
"We may not be WHZ’s wealthiest client, but I've never felt like we're not their most important client. They're a true partner, modeling out our goals over the years as our family grows and our priorities evolve."
– Matt, WHZ Client
This statement was provided 4/3/2024 by Jeannie and Matt Grenier who are clients. The image shown are models and not the actual clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
