PROFESSIONAL PROFILE
www.whzwealth.com
Professional Approach
Our strategic process: Plan Well. Invest Well. Live Well.
We are a true strategic partner that helps you every step of the way. Our strategic Plan Well. Invest Well. Live Well.™ process removes the guesswork, wishful thinking, and potential worries from investing. It’s based on extensive research, facilitated with the most up-to-date tools available, and fulfilled through a consistent partnership approach with our clients. Our goal is to deliver an unparalleled wealth management experience that you can depend on - every step of the way.
Our Mission & Values
It has always been our goal to deliver the best wealth management experience for every client, every time, at every touchpoint. We fulfill that mission by embracing the six core values that set us apart – we are independent, strategic, consistent, principled, academic and approachable. We also work to better the lives of others through a strong commitment to diversity, equity and inclusion and meaningful community involvement.
Our Team
Our award-winning financial advisors offer more than 65 years of combined experience in the financial industry. As a partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer in the U.S., we partner with clients in 25 states from our home base in Pomfret, Connecticut.