You & Your Money

Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.

From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.

WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."

Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341

Co-host

Laurence Hale, AAMS, CRPS®

Principal/Managing Partner & Chief Investment Officer
WHZ Strategic Wealth Advisors

Laurence leads portfolio management at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well. He also chairs the firm’s Investment Committee and develops goal-driven financial plans for clients. He has extensive experience with estate planning and charitable strategies and a particular interest in helping pre- and post-retirees.

He has also served as an appointed member of Connecticut's Investment Advisory Council (IAC), overseeing the state's retirement plans and trust funds on behalf of more than 200,000 beneficiaries.

Learn more about Laurence >

https://whzwealth.com/meet-our-team/laurence-hale-aamsr-crpsr