The Halter Group | Glastonbury, CT | Financial Advisors

The Halter Group is a wealth management team with over 60 years of collective experience managing assets for ultra-high net worth executives, entrepreneurs, multi-generational families, and charitable institutions. Recognizing that significant wealth is accompanied by distinctive opportunities and challenges, we strive to know each client on a personal level to better understand which strategies and services best serve that client.

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. ... Read more. Read less.

Online Access Client Portal

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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.