What departments does WHZ Strategic Wealth Advisors have?

WHZ Strategic Wealth Advisors has employees across 4 departments including Finance, Administrative, Consultant, Operations.

What is the largest department at WHZ Strategic Wealth Advisors?

The largest department at WHZ Strategic Wealth Advisors is Finance with 4 employees.

Where are WHZ Strategic Wealth Advisors employees located globally?

WHZ Strategic Wealth Advisors has employees across 3 continents and 3 countries including India, Germany, United States Of America.

How has WHZ Strategic Wealth Advisors's team size changed over time?

WHZ Strategic Wealth Advisors's team has grown from approximately 22 to 23 employees based on available data.

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.

WHZ Strategic Wealth Advisors Global Highlights

North America
54

United States Of America
54

Europe
3

Germany
3

Asia
1

India
1

WHZ Strategic Wealth Advisors's Leadership

W. W.
President And Chief Executive Officer
Mobile Phone
Email
G. R. P.
Founder/President
Mobile Phone
Email
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
M. G.
Owner
Mobile Phone
Email
H. C. W.
Vice President, Associate Financial Advisor
Mobile Phone
Email
H. C.
Associate Vice President, Wealth Advisor
Mobile Phone
Email
L. C.
Vice-President
Mobile Phone
Email
M. B.
Vice President
Mobile Phone
Email

WHZ Strategic Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Branding
Accounting
Administrative
Analytics
Other

Contact profiles from WHZ Strategic Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. V.
Director Of Underwriting
Mobile Phone
Email
Oct 23, 2024
N. A.
Director Of Client Services
Mobile Phone
Email
Oct 10, 2025
B. K.
Manager, Financial Planning
Mobile Phone
Email
Jun 30, 2026
K. D.
Client Experience Manager
Mobile Phone
Email
United States
Jun 27, 2026
L. M.
Manager, Client Service And Administration
Mobile Phone
Email
United StatesConnecticut
Oct 17, 2024
T. G.
Wealth Manager
Mobile Phone
Email
Oct 23, 2024
T. S.
Senior Associate, Client Relationships
Mobile Phone
Email
United StatesConnecticut
Apr 15, 2026
J. S.
Senior Associate, Client Experience & Relationships
Mobile Phone
Email
United States
Feb 18, 2026
A. R.
Senior Client Relationship Associate
Mobile Phone
Email
United StatesMississippi
Apr 13, 2026
H. O.
Senior
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is WHZ Strategic Wealth Advisors known for?

WHZ Strategic Wealth Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 697 Pomfret Street Pomfret Center, Connecticut 06259 United States; you can contact the 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?

WHZ Strategic Wealth Advisors employees' email format typically follows the pattern of . 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?

WHZ Strategic Wealth Advisors has approximately 22 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

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

President And Chief Executive Officer: W. W.
Founder/President: G. R. P.
Managing Partner And Director Of Investment Management: H. C.
Owner: M. G.
Vice President, Associate Financial Advisor: H. C. W.

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WHZ Strategic Wealth Advisors Employee Directory

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