so you're empowered
Move Forward Fearlessly
You’ve built your wealth and watched your family grow over the years. Now, you’re focused on creating a strategic plan to preserve your assets for generations to come. You’re ready to start a new chapter and want to feel confident that you can afford it. That’s where we come in. When it comes to taking the next step, we’ll help you plan for upcoming changes with your goals, dreams and priorities at the center of it all - giving you Absolute Confidence. Unwavering Partnership. For Life.
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Our strategic process will empower you to…
Reach Your Passions
Feel Supported
Leave Something Behind For Your Loved Ones
Over the years, we’ve helped people just like you transition from their careers to their next chapter.
And, because retirement planning is a process, it’s never too early to start. Our experienced advisors will help you craft your ideal plan, so you have more time for travel, family and your passion project.
Divorce, the loss of a loved one or a career change can make you feel like the rug has been pulled out from under you.
After a big change, many people feel unequipped for shifting priorities and new responsibilities. We can help you analyze your changing situation and make a plan to overcome it and to get thriving again.
While you can’t take your money with you when you pass, you can set it up with the purpose of supporting what you care about.
We’ll help you think through everything from wealth transfer and taxes to guardianship designations. Then, we’ll work with you and your attorney to craft an estate plan that reflects your loved ones and values.
"In retirement, I’m so grateful for WHZ’s partnership. They freed me from financial worries so I can enjoy family and fun. "
– Chris, WHZ Client
Read Chris's Story, And Others
This statement was provided 2/27/2024 by Christopher Contos who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Leverage Our Strategic Plan Well, Invest Well, Live Well™ Process for Your Next Chapter
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.
Empower Your Next Financial Steps
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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