Strategic partners to help fulfill your life financial goals: your goals + our knowledge.

Becoming a Client

The ideal investor at Weiss, Hale & Zahansky Strategic Wealth Advisors is one who is willing to engage in straight-forward and open dialogue about their financial life goals. We don’t see our clients’ just as customers, but as partners who we guide along the way.

Getting to know you

The following form will help you identify the factors that are most important to you in making choices to help you reach your financial goals. We will review your profile and schedule a discovery meeting to discuss a tailored strategy for you.

Becoming a Client


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Meet our team and see how we work together to help you Plan Well, Invest Well, Live Well™.