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WHZ Strategic Wealth Advisors

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Meet Our Five-Star Wealth Managers

2025 Five Star Wealth Manager Award 

created by Five Star Professional, and presented in November 2025 based on data gathered within 12 months preceding the issue date. A total of 3,641 Connecticut-area advisors were considered, 236 advisors (6.5%) were recognized.. 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