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WHZ Strategic Wealth Advisors Employee Directory

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.

Find WHZ Strategic Wealth Advisors employees' phone numbers or email addresses

WHZ Strategic Wealth Advisors Global Highlights

Location
Employees

North America
59

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  • United States Of America
    59

Europe
5

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  • Germany
    5

Asia
2

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  • China
    1
  • India
    1

WHZ Strategic Wealth Advisors's Leadership

  • Managing Partner And Director Of Investment Management at WHZ Strategic Wealth Advisors
    H. C.
    Managing Partner And Director Of Investment Management
    Mobile Phone
  • Associate Vice President, Wealth Advisor at WHZ Strategic Wealth Advisors
    H. C.
    Associate Vice President, Wealth Advisor
    Mobile Phone
  • Vice-President at WHZ Strategic Wealth Advisors
    L. C.
    Vice-President
    Mobile Phone
  • Vice President at WHZ Strategic Wealth Advisors
    M. B.
    Vice President
    Mobile Phone
  • Director Of Underwriting at WHZ Strategic Wealth Advisors
    A. V.
    Director Of Underwriting
    Mobile Phone
  • Director Of Client Services at WHZ Strategic Wealth Advisors
    N. A.
    Director Of Client Services
    Mobile Phone
  • Manager, Financial Planning at WHZ Strategic Wealth Advisors
    B. K.
    Manager, Financial Planning
    Mobile Phone
  • Wealth Manager at WHZ Strategic Wealth Advisors
    T. G.
    Wealth Manager
    Mobile Phone

WHZ Strategic Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Other

Contact profiles from WHZ Strategic Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Managing Partner And Director Of Investment Management at WHZ Strategic Wealth Advisors
    H. C.
    Managing Partner And Director Of Investment Management
    Mobile Phone
    Nov 21, 2024
  • Associate Vice President, Wealth Advisor at WHZ Strategic Wealth Advisors
    H. C.
    Associate Vice President, Wealth Advisor
    Mobile Phone
    Aug 04, 2024
  • Vice-President at WHZ Strategic Wealth Advisors
    L. C.
    Vice-President
    Mobile Phone
    Oct 22, 2024
  • Vice President at WHZ Strategic Wealth Advisors
    M. B.
    Vice President
    Mobile Phone
    Oct 22, 2024
  • Director Of Underwriting at WHZ Strategic Wealth Advisors
    A. V.
    Director Of Underwriting
    Mobile Phone
    Oct 23, 2024
  • Director Of Client Services at WHZ Strategic Wealth Advisors
    N. A.
    Director Of Client Services
    Mobile Phone
    Oct 10, 2025
  • Manager, Financial Planning at WHZ Strategic Wealth Advisors
    B. K.
    Manager, Financial Planning
    Mobile Phone
    Sep 17, 2026
  • Wealth Manager at WHZ Strategic Wealth Advisors
    T. G.
    Wealth Manager
    Mobile Phone
    Oct 23, 2024
  • Senior at WHZ Strategic Wealth Advisors
    H. O.
    Senior
    Mobile Phone
    Oct 16, 2024
  • Executive at WHZ Strategic Wealth Advisors
    G. G.
    Executive
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is WHZ Strategic Wealth Advisors known for?

Minus sign iconPlus sign iconWHZ Strategic Wealth Advisors was founded in 2006 and operates in the Financial Services industry. You can contact WHZ Strategic Wealth Advisors's main corporate office by phone at
+1-860-928-****
. Explore WHZ Strategic Wealth Advisors's company overview page for more information.

What is WHZ Strategic Wealth Advisors's most common email format?

Minus sign iconPlus sign iconWHZ Strategic Wealth Advisors employees' email format typically follows the pattern of FLast@weissandhale.com. Trying to find reliable and up-to-date employee contact data? Find more WHZ Strategic Wealth Advisors email formats with LeadIQ.

How many employees does WHZ Strategic Wealth Advisors have currently?

Minus sign iconPlus sign iconWHZ Strategic Wealth Advisors has approximately 23 employees as of September 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are WHZ Strategic Wealth Advisors's key employees and leadership?

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As of September 2026, WHZ Strategic Wealth Advisors's key employees include:

  • Managing Partner And Director Of Investment Management: H. C.
  • Associate Vice President, Wealth Advisor: H. C.
  • Vice-President: L. C.
  • Vice President: M. B.
  • Director Of Underwriting: A. V.

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