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POMFRET CENTER — Jim Weiss, AAMS, RLP™ and Laurence Hale, AAMS, CRPS® and their investment advisory firm, Weiss & Hale Financial of Pomfret Center have achieved “Summit Club” status at Commonwealth Financial Network. Jim and Laurence are independent financial advisers affiliated with Commonwealth and have been recognized among Commonwealth’s network of 1,487 financial advisers.
Wayne Bloom, CEO of Commonwealth said, “We are pleased to award both Jim and Laurence with this elite recognition.” He added, “Among the most esteemed financial advisers in our business, and exceptionally valued members of the Commonwealth Financial community, the advisers at
Weiss & Hale Financial epitomize the drive, dedication, and commitment essential to attaining this level of industry success.”
In honor of this distinction, advisors Jim and Laurence will join peers at the Summit Club Conference for educational workshops geared toward fresh perspectives on market and industry tools. The conference will also grant them ample time to network and to share industry knowledge with colleagues from across the US. Laurence Hale, CIO/Managing Partner noted: “Both Jim and I are honored to be included in this influential group of national advisors as we develop our business to best serve individuals and not-for-profit institutions with portfolios over $500k. Commonwealth provides back office service and research to our dedicated client service team and it’s a true vote of confidence to be selected to receive their Summit Club award.”
 
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