WHZ Strategic Wealth Advisors jobs and careers
United States
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.
- Founded
- 2006
- Employees
- 11 to 50
- Headquarters
- United States
Leadership
The top of WHZ Strategic Wealth Advisors's org chart, with how many people report into each leader.
Jim Zahansky
Principal, Managing Partner & Chief Goals Strategist
Jobs at WHZ Strategic Wealth Advisors
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