Diversity, Equity and Inclusion

diversity, equity and inclusion


Living Out Our "Live Well" Philosophy

At Weiss, Hale & Zahansky Strategic Wealth Advisors we pride ourselves on our commitment to helping others to Live Well, including through a strong commitment to diversity, equity and inclusion. 

We know that access to the resources required to Live Well is not equally available to all.  As a morally responsible organization, engaged community members, and empathetic individuals, we maintain a commitment to do all we can to help change that.


How do we do this? 

We hold Diversity, Equity and Inclusion team discussions. We seek to learn more by reading and discussing books such as So You Want to Talk About Race by Ijeoma Oluo, which we highly recommend, among other important pieces.

We invest in equality in our community, donating funds on behalf of our clients to allow underserved children to attend summer camp at the YMCA in our local community.

We believe that embracing diversity in teams and in thinking is an important part of delivering the best for our clients and our community, and as our team grows we strive to reach as broad an array of potential candidates as possible.

And we acknowledge that bringing about real change requires ongoing attention, self-reflection, conversation and meaningful action on the part of each and every one of us in our own lives, organizations and communities.


None of us can Live Well to our fullest potential without helping each other and helping those that may need more to reach opportunity.  That's why we're committed to serving our community – the whole community – so that we can all Live Well together.