What We Do

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.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Online Access

Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.

Retirement Income

Generating income from the retirement savings you have accumulated over your lifetime can often be a complex task. Managing retirement income requires balancing guaranteed income sources, such as Social Security, with fluctuating income from sources such as your investment portfolio, based on your living expenses and desired spending levels.

Estate Planning

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Insurance Planning

Janney offers a variety of insurance solutions to help meet your individual needs and preferences, and we can help you understand which options best fit your unique circumstances.

Tax-Efficient Investing

Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.