WHZ Strategic Wealth Advisors
Financial Services
Pomfret Center, Connecticut, United States
25 employees
- Employees
- 25
- Contacts
- 2
- Emails
- 2
- Phones
- 2
WHZ Strategic Wealth Advisors Overview
- Headquarters
- Pomfret Center, Connecticut, United States
- Website
- www.whzwealth.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 2006
- Funding
- 2,425
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WHZ Strategic Wealth Advisors
Absolute Confidence. Unwavering Partnership. For Life. This is the ultimate outcome that WHZ works to provide to each and every client through engaged, personalized, and holistic wealth management services built on a strategic Plan well, Invest well, Live well™ process. The firm offers portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. WHZ was founded in 2006 as an independent investment firm and offers more than 60 years of combined experience in the financial industry. They are a partner of Commonwealth Financial Network® and practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com. This communication is strictly intended for individuals residing in the States of AK, AL, AZ, CO, CT, FL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, & VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.html Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss, Hale, & Zahansky Strategic Wealth Advisors are separate and unrelated to Commonwealth.
WHZ Strategic Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
WHZ Strategic Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kate Lissfelt Pitts | Redefining the Wealth Management | Greater Boston, United States |
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|
| Laurence Hale, Aams, Crps | Pomfret, Connecticut, United States |
Email
Phone
|
|
| Jim Zahansky, Awma® | Innovative and Knowledgeable Strategist |
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|
|
| Laura Dunn | CEO and Chief Brand Strategist | Danielson, Connecticut, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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