PROFESSIONAL PROFILE
Weiss Hale & Zahansky Strategic Wealth Advisors
www.whzwealth.com
Professional Approach
Our strategic process: Plan Well. Invest Well. Live Well.™
We guide you toward achieving your financial life goals using our strategic process, removing the guesswork, wishful thinking, and potential worries from investing.
Plan Well. Invest Well. Live Well.™ is a consistent process, based on extensive research, the most up-to-date tools available, and a disciplined partnership approach, so you can confidently and efficiently move forward toward your goals. Our strategic process, brings together the experience and attention of our entire team to listen to your needs, build and execute a plan to meet your goals, and partner with you to build upon and adjust that plan through every stage of life.
Our Mission & Values
It has always been our goal to deliver the best wealth management experience for every client, every time, at every touchpoint. We fulfill that mission by embracing the six core values that set us apart – we are unique, strategic, consistent, principled, academic and approachable. We also maintain a strong commitment to bettering the lives of others through a strong commitment to diversity, equity and inclusion and meaningful community involvement.
Our Team
Our award-winning, financial advisors offer more than 50 years of combined experience in the financial industry. As a partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer, we partner with clients in 37 states from our home base in Pomfret, Connecticut.