Hazlett, Burt & Watson, Inc.

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Hazlett, Burt & Watson, Inc. Investments/Retirement Planning

Last Monday, Joseph Hess, CFA®, was recognized at the Central Penn Business Journal Forty Under 40 awards ceremony at th...
11/03/2026

Last Monday, Joseph Hess, CFA®, was recognized at the Central Penn Business Journal Forty Under 40 awards ceremony at the Hilton Harrisburg.

Forty Under 40 honors Central PA’s rising leaders under 40 who are excelling in their careers and giving back to their community.

We’re proud of Joe and grateful to have him as part of the Hazlett, Burt & Watson, Inc. team.

Financial planning doesn’t have to be scary! Retirement, college savings, investing… some things can feel a little spook...
10/31/2026

Financial planning doesn’t have to be scary!

Retirement, college savings, investing… some things can feel a little spooky. But with the right plan and a team in your corner, there’s nothing to fear.

Happy Halloween from all of us at Hazlett, Burt & Watson, Inc.!

Questions? We’re here to help. Visit www.hazlettburt.com.

Please join us in congratulating Joseph Hess, CFA®, Senior Vice President, on being named to the Central Penn Business J...
10/12/2026

Please join us in congratulating Joseph Hess, CFA®, Senior Vice President, on being named to the Central Penn Business Journal’s 2026 Forty Under 40!

This recognition honors young professionals across Central Pennsylvania for their leadership, career achievements and commitment to their communities. We’re proud to have Joseph on our team and grateful for the care he brings to our clients every day.

Congratulations, Joe!

Thank you so much from the team at Hazlett, Burt, & Watson, Inc. for voting us in the TOP 5 for Best Financial Planning ...
10/02/2026

Thank you so much from the team at Hazlett, Burt, & Watson, Inc. for voting us in the TOP 5 for Best Financial Planning Firm and Best Estate Planning Firm. We would be honored to earn your vote in the second round.

Voting is open daily until October 7 at: https://www.theintelligencer.net/promo/?pid=8371

Successful investing takes more than selecting investments. It requires a strategy aligned with your financial goals and...
09/15/2026

Successful investing takes more than selecting investments. It requires a strategy aligned with your financial goals and overall financial plan.

At Hazlett, Burt & Watson, Inc., our investment professionals offer:
• Research-backed strategies informed by market analysis and professional tools
• Customized investment plans based on your goals, time horizon, and risk tolerance
• A holistic perspective that considers your complete financial picture
• Behavioral coaching to help you stay disciplined and make informed decisions during market volatility

Professional guidance can help you invest with greater confidence and purpose.
Learn more: https://www.hazlettburt.com/

Wishing our clients, partners, team members, and communities a safe and happy Labor Day. Please note that our offices wi...
09/04/2026

Wishing our clients, partners, team members, and communities a safe and happy Labor Day.

Please note that our offices will be closed on Monday, September 7, in recognition of the holiday.

As a new school year begins, it’s also a good time to consider how you’re preparing for future education expenses.At Haz...
08/27/2026

As a new school year begins, it’s also a good time to consider how you’re preparing for future education expenses.

At Hazlett, Burt & Watson, Inc., we help families develop education savings strategies that balance college planning with other financial priorities.

Start planning today for tomorrow’s education expenses.
Learn more: https://www.hazlettburt.com/

Please join us in welcoming Dalyn Grimm to Hazlett, Burt & Watson, Inc. as a Client Services Associate in our Wheeling, ...
08/18/2026

Please join us in welcoming Dalyn Grimm to Hazlett, Burt & Watson, Inc. as a Client Services Associate in our Wheeling, WV office!

We’re excited to have Dalyn join our team and look forward to the experience and perspective he will bring to our clients and our firm. Welcome, Dalyn!

From all of us at Hazlett Burt & Watson, Inc., we wish you a safe and joyful Fourth of July weekend as we celebrate Amer...
07/02/2026

From all of us at Hazlett Burt & Watson, Inc., we wish you a safe and joyful Fourth of July weekend as we celebrate America’s 250th Anniversary!

Please note that our offices will be closed on Friday, July 3rd. We will reopen on Monday, July 6th.

Hazlett Burt & Watson, Inc. extends its deepest condolences on the passing of George S. Weaver Jr., a respected leader, ...
06/26/2026

Hazlett Burt & Watson, Inc. extends its deepest condolences on the passing of George S. Weaver Jr., a respected leader, mentor, and dear friend to many within our organization.

In 1973, George acquired the firm alongside partners Stuart F. Bloch, John C. Watson, and several colleagues, marking the beginning of a transformative era. As President and CEO, he played a pivotal role in shaping the firm’s growth, vision, and enduring success.

In 2000, he brought together a coalition of investors to establish Security National Trust, a federally chartered trust company. In 2003, he joined fellow executives of Hazlett Burt & Watson, Inc. in ringing the closing bell at the New York Stock Exchange, a proud milestone in our company’s history.

George’s influence on the firm will be felt for generations. Equally important was his deep commitment to the Wheeling community, where he served in numerous leadership roles and made a lasting impact. George will be deeply missed by many.

To learn more about George’s legacy and his contributions to our community, please view his obituary:

View George S. Weaver Jr.'s obituary, send flowers and sign the guestbook.

Address

1300 Chapline Street
Wheeling, WV
26003

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13042333312

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