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“A goal without a plan is just a wish.”
~
Antoine de Saint-Exupéry

With more than 45 years' combined experience in the financial industry, Weiss & Hale Financial offers wealth management and retirement income planning to individuals, businesses, and not-for-profit institutions.

We invite our clients to Plan well. Invest well. Live well.™


Partners James A. Weiss, AAMS, RLP®, and Laurence N. Hale, AAMS, CRPS®, along with their service and research team, deliver this simple philosophy with in-depth planning, dynamic investment processes, and excellence in service. We place our clients' interests first and carefully grow long-term relationships proactively and responsibly through mutual trust, shared values, and open communication. In working with you, excellence, confidentiality, and integrity are the guiding principles.

As independent financial professionals, we advocate for our clients' priorities. Our team takes pride in its ability to personally address our clients' financial needs and objectives. Weiss & Hale supports a range of clients throughout the U.S. from the "baby boomer" managing 401(k) rollovers and key retirement assets, to the high-net-worth individual investor wishing to prepare a succession plan, to the not-for-profit looking to develop investment policy objectives.

Visit our website's Plan Well, Invest Well, and Live Well sections to learn more, and bookmark our website for timely market resources or online access to your accounts. We can help set the stage for you with tailored planning and an investment policy that pursues your goals of living well.

As ongoing advocates, we are dedicated to helping you discover new possibilities for what your wealth can do for you today, and in the years to come. We encourage you to contact us at info@weissandhale.com or at 866-928-2341. We are located in comfortable and accomodating offices located a half mile north of the Vanilla Bean Café on Route 169 in Pomfret Center, Connecticut.

 

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