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

Location
Employees

North America
59

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  • United States Of America
    59

Asia
1

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  • India
    1

Weiss, Hale & Zahansky Strategic Wealth Advisors's Leadership

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    W. W.
    President And Chief Executive Officer
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    G. R. P.
    Founder/President
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    K. L. P.
    Principal, Managing Partner, Client Experience & Relationships
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    L. L. L.
    Principal, Managing Partner, Advisory
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    A. L. P.
    Partner - Lpl Financial Advisor
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    H. C.
    Managing Partner And Director Of Investment Management
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    J. M.
    Avp Wealth Advisor
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    H. C. W.
    Vice President, Associate Financial Advisor
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Contact profiles from Weiss, Hale & Zahansky Strategic Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    J. S.
    Senior Associate, Client Experience & Relationships
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    United States
    Sep 10, 2025
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    H. O.
    Senior
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    Oct 16, 2024
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    K. D.
    Senior Associate
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    United States
    Oct 28, 2025
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    M. D.
    Paraplanner Intern
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    United StatesMassachusetts
    May 05, 2025
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    L. D.
    Marketing Communications Consultant
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    United StatesConnecticut
    Dec 03, 2025
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    S. R.
    Relationship Ambassador
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    United StatesFlorida
    Apr 22, 2025
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    A. A.
    Client Relationship Associate
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    United StatesConnecticut
    Nov 14, 2025
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    K. L.
    Client Relationship & Experience Associate
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    United StatesMassachusetts
    Oct 27, 2025
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    T. S.
    Client Relationship Associate
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    United StatesConnecticut
    Oct 23, 2025
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    C. J.
    Investment Advisor Representative
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    United StatesWisconsin
    Nov 10, 2025

Frequently Asked Questions

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

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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 . 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?

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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?

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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?

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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.

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