At Weiss, Hale & Zahansky Strategic Wealth Advisors,
We Help Others Live Well
Our "why," or the underlying goal that guides all we do, is to empower others to Live Well. That includes our clients of course, but it also encompasses the broader community. That's why we remain committed to supporting organizations and initiatives that further access and opportunities for everyone to Live Well, in a variety of ways...
We Help Others Live Well Through Volunteering
We recognize that active community involvement is an essential component of helping others to Live Well. We provide two paid days per year for each member of our team to dedicate to volunteer work so that our community support extends far beyond financial support to include the investment of our team's time, talents, expertise and passions.
We also volunteer as a group at community events and organizations, with a particular focus on initiatives focused on ending hunger in our communities, providing opportunities for disadvantaged children to learn through new experiences, and to improving youth financial literacy so that the kids of today can grow up to plan well, invest well and live well tomorrow.
Our team members have contributed their time and talents to a variety of organizations, including:
- Local Conservation Commissions
- Putnam and Pomfret Regional Schools
- NECT Food Council
- YMCA of Greater Hartford
- The Hole in the Wall Gang Camp
We have also partnered with Commonwealth Financial Network® as our broker/dealer for many reasons, including their commitment to supporting charitable organizations. Visit their Commonwealth Cares page for more details on the programs they support.
We Help Others Live Well Through Community Leadership
We don't just get involved through volunteering, we also maintain a personal and ongoing investment in a variety of organizations that help our clients and community to Live Well in many aspects of life:
- Principals/Managing Partners Laurence Hale and James Zahansky contribute their time and expertise as board of directors members and officers for organizations including the Northeastern Connecticut Chamber of Commerce, the Hale YMCA, the Quinebaug Valley Community College Foundation and the Rectory School.
- Senior Vice President and Financial Advisor Leisl Cording is a member of the Northeast Connecticut Women & Girls Fund Steering Committee and the Putnam Business Association and coaches soccer for the NECONN United Soccer Club.
- Kate Pitts, Director of Client Experience and Relationships, is a member of the Pomfret Proprietors Association.
We Help Others Live Well Through Community Partnerships
In addition to ongoing individual and team volunteer efforts and community leadership roles, we also partner with community organizations to help meet specific significant needs in the community.
Most recently we've partnered with Interfaith Human Services of Putnam (IHSP) and the Daily Bread food pantry, the Thompson Ecumenical Empowerment Group (TEEG), the Access Community Action Agency and the Hale YMCA to help ease hunger and to offer valuable experiences and opportunities for disadvantaged children in communities across northeastern Connecticut.
Our Community Partners
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2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in November 2021 based on data gathered between May 2020 and February 2021. 3,191 advisors were considered, 272 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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