Insights

Community Engagement Weiss, Hale & Zahansky Strategic Wealth Advisors emphasizes personalized and holistic wealth management services, indicating a strong focus on building long-term, trusted client relationships which presents opportunities for tailored financial solutions and value-added services.

Growth and Staffing Recent hires of client relationship associates show ongoing investment in client experience, signaling potential for upselling advanced wealth management offerings or premium financial planning services.

Technology Stack Utilizing cloud and engagement tools like Amazon EC2, DocuSign, and New Relic suggests openness to innovative tech solutions, creating prospects for introducing advanced financial technology, cybersecurity, and client experience enhancements.

Market Segment Focus Targeting not-for-profit institutions, families, and businesses highlights niche market opportunities for specialized financial products such as philanthropic planning, estate planning, and business succession strategies.

Financial Potential With annual revenues estimated between $10 million and $25 million, Weiss, Hale & Zahansky presents a significant account with potential for expanded service offerings and strategic partnerships to support their growth ambitions.

Weiss, Hale & Zahansky Strategic Wealth Advisors Tech Stack

Weiss, Hale & Zahansky Strategic Wealth Advisors uses 8 technology products and services including Amazon EC2, Cloudflare CDN, Percona, and more. Explore Weiss, Hale & Zahansky Strategic Wealth Advisors's tech stack below.

  • Amazon EC2
    Cloud Infrastructure Computing
  • Cloudflare CDN
    Content Delivery Network
  • Percona
    Database
  • Asana
    Issue Trackers
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Node.js
    Programming Languages
  • New Relic
    Real User Monitoring

Weiss, Hale & Zahansky Strategic Wealth Advisors's Email Address Formats

Weiss, Hale & Zahansky Strategic Wealth Advisors uses at least 2 format(s):
Weiss, Hale & Zahansky Strategic Wealth Advisors Email FormatsExamplePercentage
FLast@weissandhale.comJDoe@weissandhale.com
97%
First.Last@weissandhale.comJohn.Doe@weissandhale.com
3%
FLast@whzwealth.comJDoe@whzwealth.com
78%
Last@whzwealth.comDoe@whzwealth.com
11%
First.Last@whzwealth.comJohn.Doe@whzwealth.com
11%

Frequently Asked Questions

What is Weiss, Hale & Zahansky Strategic Wealth Advisors's phone number?

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You can contact Weiss, Hale & Zahansky Strategic Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Weiss, Hale & Zahansky Strategic Wealth Advisors's official website and social media links?

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Weiss, Hale & Zahansky Strategic Wealth Advisors's official website is whzwealth.com and has social profiles on LinkedIn.

What is Weiss, Hale & Zahansky Strategic Wealth Advisors's NAICS code?

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Weiss, Hale & Zahansky Strategic Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Weiss, Hale & Zahansky Strategic Wealth Advisors have currently?

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As of December 2025, Weiss, Hale & Zahansky Strategic Wealth Advisors has approximately 24 employees across 2 continents, including North AmericaAsia. Key team members include President And Chief Executive Officer: W. W.Founder/President: G. R. P.Principal, Managing Partner, Client Experience & Relationships: K. L. P.. Explore Weiss, Hale & Zahansky Strategic Wealth Advisors's employee directory with LeadIQ.

What industry does Weiss, Hale & Zahansky Strategic Wealth Advisors belong to?

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Weiss, Hale & Zahansky Strategic Wealth Advisors operates in the Financial Services industry.

What technology does Weiss, Hale & Zahansky Strategic Wealth Advisors use?

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Weiss, Hale & Zahansky Strategic Wealth Advisors's tech stack includes Amazon EC2Cloudflare CDNPerconaAsanajQueryDocuSignNode.jsNew Relic.

What is Weiss, Hale & Zahansky Strategic Wealth Advisors's email format?

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Weiss, Hale & Zahansky Strategic Wealth Advisors's email format typically follows the pattern of FLast@weissandhale.com. Find more Weiss, Hale & Zahansky Strategic Wealth Advisors email formats with LeadIQ.

When was Weiss, Hale & Zahansky Strategic Wealth Advisors founded?

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Weiss, Hale & Zahansky Strategic Wealth Advisors was founded in 2006.

Weiss, Hale & Zahansky Strategic Wealth Advisors

Financial ServicesConnecticut, United States11-50 Employees

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Weiss, Hale & Zahansky Strategic Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Weiss, Hale & Zahansky Strategic Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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