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.

At The Halter Group, we understand choosing an advisor 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.

If your family or organization is looking for a supportive relationship with an advisor you can trust and either have or aspire to have investable assets of over $500,000, we welcome hearing from you.

Initial Phone CallPlan to have a conversation with us to discover if our services may be a fit and schedule an appointment.

Introductory Meeting: Anticipate sharing your goals, income needs, available assets (account statements) and some of your personal philosophy. We listen carefully and then discuss our wealth management process and how we build long lasting relationships centered on consistency, mutual trust and respect.

Plan Execution:  We can prepare a financial plan and recommend and discuss specific strategies for you to consider. This comprehensive and interactive plan for managing your wealth can be designed with your objectives at the forefront of the decision making process without incurring undue risk.

Our services can include:

  • Wealth Management
  • Asset Management
  • Financial Planning
  • Education Funding Planning
  • Life Insurance / Annuities
  • Long-term Care Insurance
  • Pre/post Retirement Planning
  • Estate Planning / Trust Services
  • IRA / Roth IRA
  • Philanthropy & Legacy Planning
  • Business Evaluation
  • Power of Attorney

Recognizing that change is inevitable, we can meet with you periodically to discuss any changes to your goals and recommend modifications as necessary.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.