Halton Wealth Management

Expert Advice and proven results

I have been a client for 10 years with Jim and find his expertise very helpful. The information he gives is geared totally to the individual and their situation. Any questions or concerns that I may have are handled in a timely fashion. I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today's economy and how it affects his clients. I really don't think I could ask for a more honest or sincere advisor to be handling my portfolio.

I've been a client for several years. What I really appreciate is that everything is always explained in details and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?