Weiss, Hale & Zahansky Strategic Wealth Advisors Employee Directory

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.

Find Weiss, Hale & Zahansky Strategic Wealth Advisors employees' phone numbers or email addresses

Weiss, Hale & Zahansky Strategic Wealth Advisors Global Highlights

North America
59

United States Of America
59

Asia
1

India
1

Weiss, Hale & Zahansky Strategic Wealth Advisors's Leadership

W. W.
President And Chief Executive Officer
Mobile Phone
Email
G. R. P.
Founder/President
Mobile Phone
Email
K. L. P.
Principal, Managing Partner, Client Experience & Relationships
Mobile Phone
Email
L. L. L.
Principal, Managing Partner, Advisory
Mobile Phone
Email
A. L. P.
Partner - Lpl Financial Advisor
Mobile Phone
Email
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
J. M.
Avp Wealth Advisor
Mobile Phone
Email
H. C. W.
Vice President, Associate Financial Advisor
Mobile Phone
Email

Contact profiles from Weiss, Hale & Zahansky Strategic Wealth Advisors

Name

Title

Contact Info

Location

Last Update

G. R. P.
Founder/President
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
K. L. P.
Principal, Managing Partner, Client Experience & Relationships
Mobile Phone
Email
United StatesConnecticut
Nov 10, 2025
L. L. L.
Principal, Managing Partner, Advisory
Mobile Phone
Email
United StatesConnecticut
Nov 14, 2025
A. L. P.
Partner - Lpl Financial Advisor
Mobile Phone
Email
United StatesDelaware
Jan 06, 2025
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
Nov 21, 2024
W. W.
President And Chief Executive Officer
Mobile Phone
Email
United StatesFlorida
Aug 01, 2024
J. M.
Avp Wealth Advisor
Mobile Phone
Email
Nov 20, 2025
H. C. W.
Vice President, Associate Financial Advisor
Mobile Phone
Email
United States
Nov 13, 2025
H. C.
Associate Vice President, Wealth Advisor
Mobile Phone
Email
Aug 04, 2024
L. C.
Vice-President
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Weiss, Hale & Zahansky Strategic Wealth Advisors known for?

Weiss, Hale & Zahansky Strategic Wealth Advisors was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-860-928-****

. Explore Weiss, Hale & Zahansky Strategic Wealth Advisors's company overview page for more information.

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

Weiss, Hale & Zahansky Strategic Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Weiss, Hale & Zahansky Strategic Wealth Advisors email formats with LeadIQ.

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

Weiss, Hale & Zahansky Strategic Wealth Advisors has approximately 24 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Weiss, Hale & Zahansky Strategic Wealth Advisors's key employees and leadership?

As of December 2025, Weiss, Hale & Zahansky Strategic Wealth Advisors's key employees include:

President And Chief Executive Officer: W. W.
Founder/President: G. R. P.
Principal, Managing Partner, Client Experience & Relationships: K. L. P.
Principal, Managing Partner, Advisory: L. L. L.
Partner - Lpl Financial Advisor: A. L. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking