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Because It's Business, and It's Personal

create a strategy for success,
from startup to succession

Being a business owner means doing all you can for your customers, your employees, and your community – as well as for yourself and your family. It’s a lot to take on and your priorities can feel overwhelming. That’s why we work to help simplify the complexities - because, at the end of the day, it’s about much more than just business. That's why we're here to help you experience Absolute Confidence. Unwavering Partnership. For Life.

Get Started with a Consultation

Helping your business thrive can mean so much more than simply caring for the company.

Your personal finances are also impacted, allowing you to take your family on vacation, pay for your child’s college tuition, or simply get a good night’s sleep. We’ll help you create a long-term strategy with the goal of maximizing income, value and savings related to your business, so everyone involved can succeed.

Your employees should never experience trade-offs for the security of your own family.

We can develop solutions that harmonize the well-being of your employees and your company’s tax efficiency. Because better business outcomes mean better outcomes for you and your loved ones.

One of the key moments as a business owner can be handing over the reins to continue your legacy.

If you start seeking help when you’re ready to get out, it may be too late. We’re here to help you handle your succession the right way. By planning ahead and planning consistently, you can make moves to support the value you get at your exit.

"WHZ, your big-picture approach helped us align and connect all our business and personal financial goals even as they have changed, which is no small feat. Thank you!"
– Joanne, WHZ Client

Read Joanne's Story, And Others

Leverage our strategic Plan Well, Invest Well, Live Well™ process for your business, and your life.

You’re only 3 steps away from your tailored strategy.

Plan Well. Invest Well. Live Well.™ is our strategic financial planning and wealth management process. We developed this process based on extensive research using the most up-to-date tools available. It relies on a consistent and disciplined partnership approach to guiding you toward achieving your financial life goals so you can ultimately Live Well, with Absolute Confidence. Unwavering Partnership. For Life.

Start Strategizing (and Living Well)

Start with a Consultation

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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