Features Corporate Social Responsibility

James Zahansky and Laurence Hale – Weiss, Hale & Zahansky Strategic Wealth Advisors

Do the little things right and the major pieces will fall into place. It’s a formula that can apply to most any endeavor, and is a big part of the playbook for Weiss, Hale & Zahansky Strategic Wealth Advisors in the northeast Connecticut community of Pomfret Center. “Plan well, invest well, live well” is how […]

Josh Reidinger – Warren Averett Asset Management

Josh Reidinger will never forget sitting in the mud-brick home in Rwanda—meager, dark, no electricity or running water—hearing a mother tell him that his family had given her a miracle; that they had saved her child. It didn’t click with him at first that she meant it literally. The $38 his family had been sending […]

Covenant Wealth Strategies

Covenant Wealth Strategies is eager to give back to the community that has blessed them in so many ways. “We consider it a privilege to support our community and serve those around us,” says G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, president and CEO of Covenant Wealth Strategies. Keever founded Covenant […]

Wealth Managers LLC

It’s a refreshing change from the way so many of his colleagues in financial planning and wealth management operate. No asset minimums at Wealth Managers LLC, an independent, partner-owned, socially conscious financial firm run by Shawn C. Everett in Estero, Florida, and North Haven, Connecticut. Others in his position will say you’ve got to go […]

Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. II 2019

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