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WHZ Strategic Wealth Advisors

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Meet Our Five-Star Wealth Managers

2024 Five Star Wealth Manager Award 

created by Five Star Professional, and presented in November 2024 based on data gathered between February 2024 and August 2024. A total of 3,710 Connecticut-area wealth managers were considered for the award; 282 (eight percent 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.  award, visit fivestarprofessional.com.


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