Weiss, Hale & Zahansky Strategic Wealth Advisors Named Five Star Wealth Managers
Weiss, Hale & Zahansky Strategic Wealth Advisors is pleased to announce Managing Partners/Principals Laurence Hale and Jim Zahansky have been selected as 2020 Connecticut Five Star Wealth Managers.*
Individuals are carefully selected among thousands of wealth managers across the United States. This is the eighth consecutive Five Star Wealth Manager award for Laurence Hale and the third consecutive award for Jim Zahansky.
"We are honored and humbled to receive this recognition again this year as 2020 has been a challenging one. The award symbolizes how our team continued to uphold our mission to create the best wealth management experience for every client, every time, at every touchpoint,” states Managing Partner Jim Zahansky.
“We could not have won this award without the dedication, hard work, and thoughtfulness our team has shown towards our clients throughout 2020,” adds Managing Partner, Laurence Hale.
Five Star Professionals are selected for their adherence to rigorous criteria, including a multifaceted research methodology approach that incorporates input from peers and firm leaders, along with client retention rates, industry experience, and a thorough regulatory history review. Criteria for selection also includes:
- Credentialed as an investment advisory representative or a registered investment advisor
- Actively employed as a credentialed professional in the financial services industry for a minimum of five years
- Favorable regulatory and complaint history review
- Fulfilled their firm review based on internal firm standards
- Accepting new clients
- One-year and five-year client retention rates
- Non-institutional discretionary and/or non-discretionary client assets administered
- Number of client households served
- Education and professional designations
The Five Star Professional criteria are stringent and provide individuals, non-profit organizations and business owners with a starting point when searching for advisors that may be a fit to help guide them toward their life financial goals. The WHZ Strategic Wealth Advisors team utilizes their Plan Well, Invest Well, Live Well ™ process that continues to gain recognition, to help create the best wealth management experience for clients and prospects alike.
*3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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