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A True Strategic Partner

Helps You Every Step of the Way

Our strategic Plan Well. Invest Well. Live Well.™ process removes the guesswork, wishful thinking, and potential worries from investing. It’s based on extensive research, facilitated with the most up-to-date tools available, and fulfilled through a consistent partnership approach with our clients. Our goal is to deliver an unparalleled wealth management experience that provides you with Absolute Confidence and Unwavering Partnership - For Life.


Our Strategic Financial Planning & Investment Process

A diagram showing Weiss, Hale & Zahansky's Plan Well, Invest Well, Live Well financial planning strategy.

Build Your Strategy



Our Wealth Management Services

Financial Planning

Retirement Income Planning

Education Planning

Estate Planning

Insurance Planning (Disability, Term, Long-Term Care)

Insurance Analysis

Custom Consulting

Investment & Retirement Planning 

Portfolio Management

Investment Analysis

401(k) & 403(b) Plan Analysis

IRAs (Traditional & Roth)

Mutual Funds

Stocks

Bonds & Municipal Bonds

ETFs

REITs (Alternatives)

Annuities/CDs

Investment and Retirement Account Management

Non-Retirement

Retirement (IRA Rollover, Traditional IRA, Roth IRA, SEP and SIMPLE IRAs, 401(k), 457, 403(b))

Education Accounts

Endowments

Trusts

Corporate

Business Financial Planning

Succession Planning

Business Retirement Plan Strategy and Consulting

Custom Consulting



News & Resources

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Meet Our Five-Star Wealth Managers

2023 Five Star Wealth Manager Award 

created by Five Star Professional. The 2023 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2023 based on data gathered between February 2023 and September 2023. A total of 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.


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Check out the background of this firm and investment professionals on FINRA's BrokerCheck