Our Team
The formation of The Halter Group can be traced back to Gary Halter's tenure at Advest Inc. – the former Hartford headquartered brokerage firm that had its origins stretching back to 1905. It was here, at Advest, that Gary’s mother and Benjamin & Brian's grandmother, Leatrice Halter, helped her son land a job as a stockbroker. Lea had been working at Advest as a Sales Assistant for many years and could see her son had many of the same qualities as other successful brokers at the firm. He was smart, could think quickly on his feet, and most importantly had a desire to help others. Entering the business as a “stockbroker” in 1981, Gary has now evolved into a seasoned “Financial Advisor” offering retirement services well beyond simple portfolio management.Much like Lea saw potential in her son, Gary soon learned his sons possessed a similar desire to help others. Upon earning a degree in finance from Bentley University, Ben went on to work at the same firm as his father until finally teaming up together here at Janney Montgomery Scott, along with their Senior Registered Client Associate, Sharland Baker. Soon after, Gary's other son, Benjamin's twin brother, and Quinnipiac University business school graduate, Brian Halter, joined the Halter Group as the team propelled to new heights in the wealth management industry.The Halter Group has evolved tremendously over the past 40 years, seen many Bull and Bear markets, but what has remained is the unwavering and steadfast commitment to be right by our clients' side for as long as they need us. It is this deeply ingrained history in financial services that has stimulated Gary, Benjamin, Brian and Sharland to grow as advisors and what keeps them striving to learn more every day. With over 60 years of combined industry experience, Gary, Benjamin, Brian & Sharland strive to provide excellent service as they guide their clients through all stages of life. Welcome to The Halter Group.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Becoming a Client
At The Halter Group, we understand choosing an advisor to protect and grow your wealth can be a difficult decision. We take only a limited number of new clients each year enabling us to focus on all of their needs. Clients from across the United States are referred to us by their family and friends or tax and legal advisors.
Accredited Wealth Management Advisor℠
The AWMA® is a professional designation for financial advisors. Having the AWMA® means your advisor has a specialized education in advanced investment products, income tax strategies, and estate planning tactics for High Net Worth clients.
Retirement Income Certified Professional®
The RICP® is a professional designation for financial advisors. Having the RICP® designation means the advisor has a specialized education in retirement income, and is committed to professional and ethical best practices.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.