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.

Weiss, Hale & Zahansky (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

Co-host

Michael Baum, CFP®, RICP®

Vice President, Associate Financial Advisor

WHZ Strategic Wealth Advisors

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 >