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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:

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:

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

The Arc Quinebaug Valley

The Hole In The Wall Gang Camp



Pound Animals Are Worth Saving



Access Community Action Agency

Quinebaug Valley Community College

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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.


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