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WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn “Five Star Wealth Manager” Award
POMFRET CENTER and TOLLAND, CT (January 15, 2025) — WHZ Strategic Wealth Advisors’ (WHZ) Laurence Hale, AAMS, CRPS®, James Zahansky, AWMA® and Leisl L. Langevin, CFP®, CDFA® have been awarded the 2024 Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in the financial services industry. This is the eleventh consecutive year that all WHZ advisors who were eligible to be considered for the award were selected to receive it.
The 2024 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2024 based on data gathered between February 2024 and August 2024. A total of 3,710 Connecticut-area wealth managers were considered for the award; 282 (eight percent of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.
This marks the eleventh consecutive win for Hale, the sixth for Zahansky, and the fourth for Langevin, all of whom have received the award every year in which they were eligible to be considered.
More than a dozen of WHZ’s clients have publicly shared their experience working with the firm, lending personal insight into the benefits that their Five Star Award-winning service brings.
“What’s really differentiating about WHZ is their collaborative team approach, in which you have numerous people looking at and strategizing on your financial planning versus only having one financial planner kind of just keeping an eye on things,” said Marie Sanchirico.
(This statement was provided 3/7/2024 by Marie Sanchirico who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search WHZ wherever local businesses are reviewed.)
Chris Contos says, “WHZ is always responsive and keeps our plan aligned with evolving needs. Their technical expertise and compassionate service have exceeded my expectations. I wish I had connected with them decades earlier and cannot recommend them highly enough.”
(This statement was provided 2/28/2024 by Chris Contos who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search WHZ wherever local businesses are reviewed.)
Additional client stories are available on the firm’s website at whzwealth.com/client-stories. As for the advisors themselves, they say they are both honored and proud to be recognized for the caliber of knowledge, service and care they provide to their clients.
“Being recognized as Five Star Wealth Managers for over a decade demonstrates our unwavering commitment to providing strategic thinking and caring counsel to every client we serve,” Hale said.
“What makes this recognition particularly meaningful is that it reflects our core mission of delivering an exceptional wealth management experience at every touchpoint,” Zahansky said. “But even more important than the award itself is what it represents – the deep relationships we’ve built with our clients, as evidenced by our 99 percent client retention rate. That’s what we are truly proud of.”
“This recognition reinforces our team’s dedication to combining personal connection with professional financial guidance,” Langevin added. “We’re really passionate about helping our clients work toward their goals through customized planning and proactive partnership, and we’re honored to receive this acknowledgment of our commitment to that goal.”
The Five Star Wealth Manager awards are presented by Five Star Professional in partnership with Connecticut Magazine as a means to help consumers find outstanding wealth managers and investment professionals in their area. The award is given based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with standards for industry experience, education and professional designations, client retention rates, and a thorough review of regulatory history.
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®, the largest privately-owned independent Registered Investment Adviser /broker-dealer. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and 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, 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 Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.
