What departments does WHZ Strategic Wealth Advisors have?

WHZ Strategic Wealth Advisors has employees across 2 departments including Finance, Customer Success.

What is the largest department at WHZ Strategic Wealth Advisors?

The largest department at WHZ Strategic Wealth Advisors is Finance with 2 employees.

Where are WHZ Strategic Wealth Advisors employees located globally?

WHZ Strategic Wealth Advisors has employees across 3 continents and 3 countries including India, Germany, United States Of America.

How has WHZ Strategic Wealth Advisors's team size changed over time?

WHZ Strategic Wealth Advisors's team has grown from approximately 22 to 23 employees based on available data.

WHZ Strategic Wealth Advisors Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

WHZ Strategic Wealth Advisors is a financial services firm that provides portfolio management and financial guidance to individuals, families, businesses, and not-for-profit organizations. Its approach relies on a holistic wealth-management process that integrates strategic planning, disciplined investing, and life-oriented financial considerations. Founded in 2006 as an independent investment firm, WHZ is based in Pomfret Center, Connecticut, and draws on more than six decades of combined industry experience.

The firm operates through a partnership with Commonwealth Financial Network, with securities and advisory services offered by Commonwealth; WHZ itself provides fixed insurance products directly. Its client base spans not-for-profit organizations, individuals, families, and businesses seeking comprehensive wealth planning and investment guidance. In 2026, WHZ expanded its team with new associates and summer interns, signaling ongoing growth.

WHZ Strategic Wealth Advisors Global Highlights

North America
52

United States Of America
52

Europe
3

Germany
3

Asia
1

India
1

WHZ Strategic Wealth Advisors's Leadership

H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
H. C.
Associate Vice President, Wealth Advisor
Mobile Phone
Email
L. C.
Vice-President
Mobile Phone
Email
M. B.
Vice President
Mobile Phone
Email
A. V.
Director Of Underwriting
Mobile Phone
Email
N. A.
Director Of Client Services
Mobile Phone
Email
B. K.
Manager, Financial Planning
Mobile Phone
Email
T. G.
Wealth Manager
Mobile Phone
Email

WHZ Strategic Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Branding
Accounting
Administrative
Analytics
Other

Contact profiles from WHZ Strategic Wealth Advisors

Name

Title

Contact

Location

Last Update

K. A.
Client Liaison
Mobile Phone
Email
Oct 21, 2024
M. M.
Associate Wealth Advisor
Mobile Phone
Email
May 19, 2026

Frequently Asked Questions

What is WHZ Strategic Wealth Advisors known for?

WHZ 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 WHZ Strategic Wealth Advisors's company overview page for more information.

What is WHZ Strategic Wealth Advisors's most common email format?

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

How many employees does WHZ Strategic Wealth Advisors have currently?

WHZ Strategic Wealth Advisors has approximately 23 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are WHZ Strategic Wealth Advisors's key employees and leadership?

As of August 2026, WHZ Strategic Wealth Advisors's key employees include:

Managing Partner And Director Of Investment Management: H. C.
Associate Vice President, Wealth Advisor: H. C.
Vice-President: L. C.
Vice President: M. B.
Director Of Underwriting: A. V.

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WHZ Strategic Wealth Advisors Employee Directory

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