Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
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 CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
Associate Vice President, Wealth Advisor
WHZ Strategic Wealth Advisors
Holly provides clients with financial planning and advisory services, working in collaboration with the rest of the advisory team. She brings significant wealth management experience, particularly in roles involving client service and intake, trust administration, estate settlement services, financial planning, and investment management.
Principal/Managing Partner, Investment Advisor & Chief Strategist
WHZ Strategic Wealth Advisors
Jim Zahansky is Principal/Managing Partner at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well. He leads practice strategy, business development, client experience initiatives, and team leadership for the firm.
Jim has a particular interest in guiding business owners through succession planning and aiding executives in maximizing their compensation package, in addition to working with individual and family clients and non-profit endowments.
Learn more about Jim >
Principal/Managing Partner & Chief Investment Officer
WHZ Strategic Wealth Advisors
Laurence leads portfolio management at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well. He also chairs the firm’s Investment Committee and develops goal-driven financial plans for clients. He has extensive experience with estate planning and charitable strategies and a particular interest in helping pre- and post-retirees.
He has also served as an appointed member of Connecticut's Investment Advisory Council (IAC), overseeing the state's retirement plans and trust funds on behalf of more than 200,000 beneficiaries.
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Senior Vice President, Financial Advisor
WHZ Strategic Wealth Advisors
Leisl brings more than 15 years of experience working with high-net-worth individuals in multiple areas of retirement, financial, and estate planning.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) and a Certified Divorce Financial Analyst (CDFA), and is focused on helping early- and mid-career clients, particularly women and families, balance and prioritize their financial goals.
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Vice President, Associate Financial Advisor
Mike brings nearly 15 years of deep financial industry experience to his clients at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) as well as a Retirement Income Certified Professional (RICP®). Mike is well-versed in all aspects of financial planning and has a particular interest in charitable giving strategies, education planning, and retirement income planning. Mike guides clients through complex company benefit plans that link to their personal financial goals and helps clients balance competing goals while building wealth.
Learn more about Mike >