Recognized

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®. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth’s network of approximately 1,600 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Jim Weiss and Laurence Hale.

In honor of this distinction, advisers Jim and Laurence have been invited to join their peers at the Commonwealth Summit Club conference. The conference will offer attendees an array of educational opportunities geared toward discovering fresh perspectives and ideas to help reach new levels of success and service excellence. The conference will also grant attendees ample time to network with peers and colleagues—sharing thoughts and strategies for evolving their businesses.

Laurence Hale, CIO/Managing Partner, said, “Both Jim and I are honored to be included in this influential group of national advisors as we develop our business with Advisor partner, Jim Zahansky, to best guide and 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.”