FOR IMMEDIATE RELEASE: June 27, 2025
CONTACT: Laura Dunn: (860) 481-3796 / info@whzwealth.com
WHZ Strategic Wealth Advisors Announces Further Client Value Delivery: Amplified Client Experience in Pomfret Headquarters, New Partners and Promotions
POMFRET CENTER and TOLLAND, CT (June 27, 2025) — WHZ Strategic Wealth Advisors cut the ribbon on its remodeled and expanded headquarters in Pomfret, Connecticut on the evening of June 26th. It was the latest in a series of major advancements for the wealth management firm in its efforts to continually elevate the client-centered experience at the core of its mission. Other major announcements include the naming of two new partners to help lead the firm into the future, and several other internal promotions to enhance the firm’s client-centered service delivery model.
Leisl L. Langevin, CFP® CDFA® was promoted to Managing Partner, Advisory and Kate Pitts to Managing Partner, Client Relationships and Experience. Langevin and Pitts have been with the firm since 2019 and 2021, respectively. Co-founder Laurence Hale, AAMS® CRPS® remains with the firm as Senior Partner and Chief Investment Officer, and James Zahansky, AWMA® remains as Senior Managing Partner and Chief Strategist.
In addition, Holly C. Wanegar, CFP® has been promoted to Vice President, Associate Financial Advisor; Hailey Costa has been promoted to Director of Client Relationships, and Kayla Densmore has been promoted to Manager of Client Experience.
The transformed Pomfret headquarters represents a complete reimagining of the firm’s flagship office, expanding the space to better accommodate a differentiated client experience for in-person and remote meetings. Working with Woodstock Building Associates and interior designer Shelly Rose Consulting and Design, the renovation preserved the historic charm of the building while integrating cutting-edge technology throughout to ensure enhanced team member collaboration on behalf of clients.
Key enhancements include a state-of-the-art conference room with an 85-inch screen capable of accommodating up to 36 people, ADA-compliant accessibility features, modernized advisor offices with higher ceilings and consistent technology integration, and dedicated collaboration spaces designed to foster the teamwork that drives superior client outcomes.
“This renovation reflects our unwavering commitment to providing an exceptional wealth management experience at every touchpoint,” said Laurence Hale, Senior Partner and Chief Investment Officer. “By expanding our physical footprint and enhancing our collaborative capabilities, we’re positioning WHZ to continue delivering the personalized, high-touch service our clients expect while ensuring the sustainability and growth of our firm for decades to come. The promotion of Leisl and Kate to managing partner roles is a natural evolution that strengthens our leadership foundation and reinforces our commitment to the values-driven approach that has earned us a 99% client retention rate.
These developments are all part of an overarching long-term strategy to amplify the client experience and continually elevate our client-centered approach as our firm expands,” said James Zahansky, Senior Managing Partner and Chief Strategist.
“The external world is changing rapidly in the wealth management field,” Zahansky said. “Technology is evolving at breakneck speed, and the skills required to deliver world-class financial guidance are becoming increasingly sophisticated. WHZ is getting ahead of these changes by investing in our people, our processes, and our physical infrastructure. We’ve maintained a high Net Promoter Score because we’ve always understood and invested in the power of team collaboration and strategic growth focused intensely on delivering maximum value to our clients and fulfilling our promise of providing them with ‘Absolute Confidence. Unwavering Partnership. For Life.'”
WHZ is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. The firm’s mission is to provide each and every client with “Absolute Confidence. Unwavering Partnership. For Life” through hyper-personalized financial planning and wealth management services delivered within its own Plan Well. Invest Well. Live Well.™ strategic financial planning process. WHZ is a partner of Commonwealth Financial Network®, a Registered Investment Advisor. To learn more, visit www.whzwealth.com.
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About WHZ Strategic Wealth Advisors
WHZ Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with WHZ Strategic Wealth Advisors, please visit www.whzwealth.com.
