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

With more than 50 years' combined experience in the financial industry, Weiss & Hale Financial offers wealth management and retirement income planning to individuals, businesses, families and not-for-profit organizations

We invite our clients both large and small, individual and institutional to Plan well. Invest well. Live well.™  Our team of professionals work as a navigational guide to help you meet your financial life goals.  Managing Partners James A. Weiss, AAMS, RLP®, Laurence N. Hale, AAMS, CRPS®, Five Star Wealth Manager Award winners1, and James A. Zahansky, Senior Vice President and Investment Advisor, along with their service, operational and research team, deliver this simple philosophy of planning, investing and living well by offering in-depth planning, dynamic investment processes, and outstanding, personal service. We place our clients' interests first and carefully grow long-term relationships proactively and responsibly through the stages of planning and investing with mutual trust, shared values, and open communication. In working with you - our valued client - excellence, confidentiality, and integrity are the guiding principles. 

As an independent financial advisory office, we advocate for our clients' priorities. Our team takes pride in its ability to professionally and personally address our clients' financial needs and objectives. Weiss & Hale supports a range of clients throughout the U.S. from the accumulator balancing a fast moving life against planning for retirement to the "baby boomer" looking to organize and optimize savings and prior job retirement plan rollovers for the transition ahead, to the individual investor or entrepreneur wishing to prepare a succession plan.  Weiss & Hale also works with not-for-profits looking to develop investment policy objectives designed to support their organizations in perpetuity.

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

As ongoing advocates, we are dedicated to helping you and guiding you to discover new possibilities. We encourage you to contact us at info@weissandhale.com or call 866-928-2341. We are located in comfortable and accommodating offices located a half mile north of the Vanilla Bean Café on Route 169 in Pomfret Center, Connecticut, and we serve clients throughout the United States.


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1
The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For further detail visit:  www.fivestarprofessional.com.

 

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