WHZ Strategic Wealth Advisors

Financial ServicesConnecticut, United States11-50 Employees

WHZ Strategic Wealth Advisors is a financial services firm that provides portfolio management and financial guidance to individuals, families, businesses, and not-for-profit organizations. Its approach relies on a holistic wealth-management process that integrates strategic planning, disciplined investing, and life-oriented financial considerations. Founded in 2006 as an independent investment firm, WHZ is based in Pomfret Center, Connecticut, and draws on more than six decades of combined industry experience.

The firm operates through a partnership with Commonwealth Financial Network, with securities and advisory services offered by Commonwealth; WHZ itself provides fixed insurance products directly. Its client base spans not-for-profit organizations, individuals, families, and businesses seeking comprehensive wealth planning and investment guidance. In 2026, WHZ expanded its team with new associates and summer interns, signaling ongoing growth.

Sign up for free to view info

Email Format Employee directory