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.
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: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 27, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.