Wealth Advisory Firm Expands Into Tolland

TOLLAND, CT — Weiss, Hale & Zahansky Strategic Wealth Advisors this week officially opened its second location — at Twin Pond Center, 392-A Merrow Road in Tolland.

A ribbon-cutting was hosted jointly by WHZ and the Tolland County Chamber of Commerce and the Northeastern Connecticut Chamber of Commerce and was attended by nearly 50 business, community, and legislative leaders from across eastern Connecticut, including state Sen. Dr. Jeff Gordon (R-35), state Rep. Tammy Nuccio (R-53), state Rep. Tim Ackert (R-8) and state Rep. Patrick Boyd (D-50).

The new Tolland office is designed to provide "an expansive and welcoming space in addition to WHZ's existing office in Pomfret Center, from which it has been serving "high-net-worth individual, business, and non-profit clients" in Connecticut and 24 other states since 2006.

In his remarks during the ceremony, Gordon praised the firm for its expansion and commitment to clients and the community while presenting them with a congratulatory citation in recognition of the firm's physical expansion into the Tolland region.

"The fact that we’re an independent wealth management firm has really allowed us to create our own very specific and tailored approach to how we work with our clients," Managing Partner Laurence Hale said. "We’ve built a service model based on a fiduciary, partnership approach that really takes a comprehensive and long-term view of our clients’ needs. Then we solve for those needs through a structured and strategic planning process and partner with our clients over the long haul to see that strategy through so they can meet their goals not just for today but for a lifetime."

Hale said that often, that partnership even continues with next-generation family members. Managing Partner James Zahansky credits those "meaningful and trusting relationships" and the firm's "overall success" to its "client-centered philosophy and approach."

He added, "Effective wealth management isn’t just about the numbers. Strong investment and financial planning knowledge is key, of course, and I think our quality-focused growth approach shows that our team does an excellent job with that. But at the end of the day, it's not simply money that clients are looking to gain, it's the goals and dreams they have for themselves and their loved ones that require money to achieve."

WHZ was founded in Pomfret, in 2006 as a fiduciary, independent investment firm. Today the firm offers wealth management and customized financial planning services to individuals, families, business owners and executives, and not-for-profit institutions in 25 states and is a partner of Commonwealth Financial Network, one of the largest privately-owned independent Registered Investment Advisor/broker-dealers in the United States.