WHZ Strategic Wealth Advisors - Invidious

WHZ Strategic Wealth Advisors

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."

This communication is strictly intended for individuals residing in the States of AZ, CA, CO, CT, DC, DE, FL, IN, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. See our Terms of Use here: www.comonwealth.com/termsofuse.html

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

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5:49

2026 Retirement Planning Checklist

WHZ Strategic Wealth Advisors

Shared 6 days ago

9 views

0:16

The Freedom of Early Retirement: Bill's Story (:15)

WHZ Strategic Wealth Advisors

Shared 1 week ago

7 views

0:30

The Freedom of Early Retirement: Bill's Story (:30)

WHZ Strategic Wealth Advisors

Shared 1 week ago

4 views

0:16

Realizing Retirement Dreams: The Kaplans' Story (:15)

WHZ Strategic Wealth Advisors

Shared 1 week ago

5 views

0:31

Realizing Retirement Dreams: The Kaplans' Story (:30)

WHZ Strategic Wealth Advisors

Shared 1 week ago

2 views

19:13

Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets

WHZ Strategic Wealth Advisors

Shared 1 week ago

46 views

1:18

Market Update | January 2026

WHZ Strategic Wealth Advisors

Shared 2 weeks ago

9 views

6:34

How to Prioritize Your 2026 Financial Goals

WHZ Strategic Wealth Advisors

Shared 3 weeks ago

41 views

15:05

2026 Tax Season: What to Know & How to Prepare

WHZ Strategic Wealth Advisors

Shared 1 month ago

52 views

7:13

2025 Year In Review

WHZ Strategic Wealth Advisors

Shared 1 month ago

18 views

3:44

Market Update | December 2025

WHZ Strategic Wealth Advisors

Shared 2 months ago

15 views

8:36

Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits

WHZ Strategic Wealth Advisors

Shared 2 months ago

28 views

9:34

The New Things to Know About Building Generational Wealth

WHZ Strategic Wealth Advisors

Shared 2 months ago

27 views

14:25

Untangling Headlines from Reality When Making Financial Decisions

WHZ Strategic Wealth Advisors

Shared 2 months ago

51 views

3:25

Market Update - November 2025

WHZ Strategic Wealth Advisors

Shared 2 months ago

15 views

9:50

How to Plan for The Cost of Growing Old

WHZ Strategic Wealth Advisors

Shared 3 months ago

14 views

14:50

Why Q4 Investment Portfolio Positioning Matters More Than Ever

WHZ Strategic Wealth Advisors

Shared 3 months ago

37 views

3:06

Market Update – October 2025

WHZ Strategic Wealth Advisors

Shared 3 months ago

44 views

6:30

Your Year-End Financial Checklist

WHZ Strategic Wealth Advisors

Shared 3 months ago

93 views

7:51

6 OBBBA Tax Wins for Small Business Owners

WHZ Strategic Wealth Advisors

Shared 4 months ago

122 views

8:57

How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)

WHZ Strategic Wealth Advisors

Shared 4 months ago

93 views

6:06

FICO's New Credit Scoring Model and How It Could Affect Your Financial Health

WHZ Strategic Wealth Advisors

Shared 4 months ago

10 views

0:16

Changing Financial Advisors for Changing Needs: Dan & Lois's Story (:15)

WHZ Strategic Wealth Advisors

Shared 4 months ago

208 views

0:31

Changing Financial Advisors for Changing Needs: Dan & Lois's Story

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Shared 4 months ago

237 views

0:31

A Financial Plan & Partner That's Future Focused: Marie's Story

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Shared 4 months ago

166 views

0:16

A Financial Plan & Partner That's Future Focused: Marie's Story (:15)

WHZ Strategic Wealth Advisors

Shared 4 months ago

112 views

3:14

Market Update - September 2025

WHZ Strategic Wealth Advisors

Shared 4 months ago

16 views

8:58

How to Keep Rising Healthcare Costs From Killing Your Retirement

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Shared 5 months ago

48 views

8:08

How Stocks Have Overcome A "Wall of Worry" in 2025

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Shared 5 months ago

67 views

3:18

Is The FIRE Early Retirement Method Really Such A Hot Idea?

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Shared 5 months ago

6.8K views

3:13

Market Update | August 2025

WHZ Strategic Wealth Advisors

Shared 5 months ago

1.5K views

5:41

What Executives Retiring in The Next 5 Years Need to Know Now

WHZ Strategic Wealth Advisors

Shared 5 months ago

134 views

7:23

What Financial Freedom Really Means, And How to Achieve It

WHZ Strategic Wealth Advisors

Shared 5 months ago

57 views

9:26

Unpacking the Big Beautiful Bill Act

WHZ Strategic Wealth Advisors

Shared 6 months ago

222 views

1:29

How to Protect Your Business From Disruption

WHZ Strategic Wealth Advisors

Shared 6 months ago

850 views

15:06

Why It's Critical to Do A Midyear Financial Checkup in 2025

WHZ Strategic Wealth Advisors

Shared 6 months ago

939 views

3:22

Market Update | July 2025

WHZ Strategic Wealth Advisors

Shared 6 months ago

9 views

7:32

Best Investment Options for Your Emergency Fund

WHZ Strategic Wealth Advisors

Shared 6 months ago

10 views

9:42

What to Know About Business Interruption Insurance

WHZ Strategic Wealth Advisors

Shared 7 months ago

26 views

6:29

3 Steps to Financial Freedom

WHZ Strategic Wealth Advisors

Shared 7 months ago

7 views

1:58

3 Critical Financial Planning Moves for Execs

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Shared 7 months ago

8.5K views

5:50

Virtual Tour | WHZ Strategic Wealth Advisors' Remodeled Flagship Office

WHZ Strategic Wealth Advisors

Shared 7 months ago

322 views

8:58

How to Live Well Now While Planning for the Future

WHZ Strategic Wealth Advisors

Shared 7 months ago

14 views

3:20

Market Update | June 2025

WHZ Strategic Wealth Advisors

Shared 7 months ago

10 views

7:14

529 Plan Most Frequent Q&As

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Shared 7 months ago

8 views

10:22

Riding the Tariffs Rollercoaster

WHZ Strategic Wealth Advisors

Shared 8 months ago

3 views

3:28

Market Update | May 2025

WHZ Strategic Wealth Advisors

Shared 8 months ago

23 views

7:08

How to Save More, and Teach Kids to as Well

WHZ Strategic Wealth Advisors

Shared 8 months ago

12 views

10:09

Best Way to Make a Financial Plan for College

WHZ Strategic Wealth Advisors

Shared 8 months ago

20 views

0:16

Staying on Track Through Life's Changes: Bill's Story

WHZ Strategic Wealth Advisors

Shared 9 months ago

144 views

0:31

A Personal Approach for Achieving Early Retirement: Bill's Story

WHZ Strategic Wealth Advisors

Shared 9 months ago

189 views

10:25

Are ESG Funds a Good Investment?

WHZ Strategic Wealth Advisors

Shared 9 months ago

10 views

2:44

Market Update | April 2025

WHZ Strategic Wealth Advisors

Shared 9 months ago

8 views

7:53

Financial Impacts of Trumps First 60 Days

WHZ Strategic Wealth Advisors

Shared 9 months ago

3 views

21:12

Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later

WHZ Strategic Wealth Advisors

Shared 9 months ago

10 views

7:52

How to Manage a Windfall

WHZ Strategic Wealth Advisors

Shared 10 months ago

14 views

9:19

Introducing Jonathan Mathews

WHZ Strategic Wealth Advisors

Shared 10 months ago

10 views

21:12

COVID, 5 Years Later -- Financial Lessons from Pandemic

WHZ Strategic Wealth Advisors

Shared 10 months ago

2.7K views

4:19

Market Update | March 2025

WHZ Strategic Wealth Advisors

Shared 10 months ago

3 views

5:30

Financial Empowerment Tips for Women Business Owners

WHZ Strategic Wealth Advisors

Shared 10 months ago

10 views