Your Future Success is Our Business.
Our founder, James P Gunn (we call him Jim), Financial Advisor since 1996 alongside his wife, Katarina, founded Halton Wealth Management in 2002. Over the years, we’ve developed a dynamic team, combining Jim’s wealth of financial experience and tough love approach with Katarina’s dedication to fostering a close-knit client community. As our team continues to grow, we stay committed to our foundational values, guaranteeing a cohesive approach that maintains the exceptional service our clients have relied on for years.
Learn more about Halton Wealth Management from Our Founder
We strongly believe that your investments should reflect your interests, ambitions, comfort level, and future. That’s why we do things differently.
At Halton Wealth Management, honesty is our cornerstone. Our wealth advisors are committed to offering unwavering, unbiased guidance aligned with your financial goals. Trust us to prioritize your financial success—because we answer to you, not some suit in the sky. So, you can count on us to provide the tough love you need for impactful results.
When you partner with us, you unlock the knowledge we’ve accumulated over decades in financial services. We bring a robust bank of knowledge to the table, ensuring you benefit from the unique blend of expertise and personalized insights tailored to you.
With a focus on long-term solutions, our commitment to you is unwavering. We build relationships with our clients to ensure they consistently succeed in their financial pursuits; because our success is tied directly to yours, we are motivated to help you achieve your financial goals and grow your wealth.
We’re dedicated to ensuring you make informed financial decisions. That’s why our proactive approach involves continuous monitoring of your investments, offering transparent reporting, and actively seeking tax-saving opportunities to strengthen your financial future. By minimizing fees and taxes, we create pathways for your investments to thrive. This diligent oversight leads to a sturdy financial outlook. Count on us to keep you updated on your portfolio’s progress, ensuring a confident and secure path for your wealth.
From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.