You & Your Money

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

Host

Jonathan Mathews

Associate Vice President, Wealth Advisor

WHZ Strategic Wealth Advisors

Jonathan has 10 years of experience in financial services, working with high-net worth accounts and sophisticated investment and insurance solutions at places including Prudential Financial and John Hancock. Prior to that, he served nearly a decade in the US Air Force.

At WHZ, Jonathan is primarily focused on assisting our advisors with prioritizing and building strategic financial plans and wealth transitions to the next generation for business owners and early- and mid-career clients.

Learn more

https://whzwealth.com/meet-our-team/jonathan-mathews