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

With trust and confidence and more than 50 years' combined experience in the financial industry, Weiss & Hale Financial helps clients put it all together with wealth management and goal-oriented financial planning. Our tenured investment advisors use a unique navigational process to help our clients to Plan Well, Invest Well & Live Well. 

Our professional team provides guidance to help clients meet their financial life goals.  We place clients' interests first and carefully grow long-term relationships with shared values, competency and open communication.

Managing Partners, Laurence N. Hale, AAMS, CRPS® and James A. Zahansky, and Partner James A. Weiss, AAMS, RLP® deliver on the simple philosophy of planning, investing and living well by offering:
    • Customized In-Depth Planning
    • Dynamic Investment Process
    • Outstanding Personal Service

Excellence, confidentiality, and integrity are our guiding principles and as an independent financial advisory office, we advocate for our clients' priorities.  Please visit our website's Plan WellInvest Well, and Live Well sections to learn more, and bookmark our website for resources such as online account access and the Independent Market Observer investment blog.

We can help set the stage for your financial life goals and as ongoing advocates, we are dedicated to guiding our clients to discover new possibilities. Contact us at 
info@weissandhale.com or call 866-928-2341. We are located in comfortable offices, one 1/2 mile north of the Vanilla Bean Café on Route 169 in Pomfret Center, Connecticut, and we serve clients throughout the United States.

Our tenured team thinks in terms of Planning, Investing & Living Well.  Check out the Articles & Market Updates curated for you. 
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The above links are provided to you as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

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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