At WHZ Strategic Wealth Advisors, delivering “Absolute Confidence. Unwavering Partnership. For Life.” isn’t just a tagline. It’s the foundation of a continually evolving client experience that prioritizes people over portfolios.

This client-first mindset recently took center stage as WHZ celebrated the grand reopening of its reimagined Pomfret office. The space now mirrors the look and feel of the firm’s Tolland location, featuring ADA accessibility, upgraded technology, expanded collaboration zones, and a state-of-the-art conference room, all while preserving the building’s historical character.

“This renovation isn’t just about aesthetics or space. It’s a tangible reflection of our ongoing investment in the client experience,” said Kate Pitts, newly appointed Managing Partner of Client Experience and Relationships. “Our clients deserve an environment that fosters connection, transparency, and growth, whether they join us in person or virtually.”

The Pomfret transformation is just one part of WHZ’s broader strategy to amplify its already personalized approach to wealth management. With an emphasis on collaboration and long-term continuity, WHZ has also introduced several key leadership promotions that further enhance its service model.

“We’re growing not just in size but in strength,” said James Zahansky, Managing Partner and Chief Goals Strategist. “As we move into the future, empowering the next generation of WHZ leaders ensures we can keep delivering on our promise to be that unwavering partner our clients rely on through every life milestone.”

Joining Pitts in leadership, Leisl L. Langevin, CFP®, CDFA®, has also been named Managing Partner, overseeing Advisory Services. Additional promotions include Holly C. Wanegar, CFP® to Vice President, Associate Financial Advisor; Hailey Costa to Director of Client Relationships; and Kayla Densmore to Manager of Client Experience.

“These changes represent a new era of strategic collaboration at WHZ,” said Langevin. “By expanding leadership roles and deepening our focus on the full client journey, we’re ensuring that every client receives proactive, customized guidance that evolves alongside their goals.”

The latest updates reflect WHZ’s dedication to being a proactive, evolving firm that listens deeply to client needs. From anonymous surveys to one-on-one conversations, WHZ consistently invites feedback to ensure every client’s financial plan reflects their unique goals, values, and life journey.

“At WHZ, we believe financial planning is ultimately about people, not just numbers,” said Zahansky. “That’s why we’ve made these strategic investments in space, leadership, and technology. Because when we focus on what truly matters, everything else falls into place.”

Experience the WHZ difference by visiting the newly reopened Pomfret office or scheduling a consultation at whzwealth.com. Together, let’s chart your path to Absolute Confidence. Unwavering Partnership. For Life.