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About Us

At Halftime Wealth, we specialize in crafting financial strategies that fit your current situation while laying a strong foundation for the future. No matter where you are in your financial journey, we strive to elevate your game. Our commitment is to support, educate, and guide each client with professional expertise and personalized advice. With us on your side, you’ll be well-prepared to face any financial challenge and achieve lasting success.

Game Planning for a Winning Second Half.

Welcome to Halftime Wealth. Just like in sports, a successful retirement and wealth strategy requires careful preparation, smart plays, and a keen eye on the future. Our team of experienced financial professionals is dedicated to helping you navigate the complexities of wealth management, ensuring you’re well-positioned for a prosperous retirement.

At Halftime Wealth,

we craft personalized financial strategies that align with your unique goals and aspirations. Together, we'll create a game plan that sets you up for victory, securing your financial future with confidence.

Our Team



Michael J. Cohen

President & Owner



James Pugliese

Retirement Specialist




Elisa Guerra

Operations Director



Karen Beruta

Events Coordinator


Our Approach

At Halftime Wealth Management, we prioritize a needs-based approach to crafting effective financial strategies tailored specifically to your goals and aspirations. Our team of professionals is dedicated to providing insightful answers to your financial questions and guiding you through the process of developing a comprehensive strategy.

01

Discovery Process

02

Develop Financial Strategy

03

Financial Strategy Meeting

04

Execute Financial Strategy

05

Follow Up Meeting

06

On-going Reviews

REVIEWS

HERE'S WHAT OUR CLIENTS ARE SAYING:

Zee Francis

Awesome. Wonderful people. Love dealing with Michael & Jimmy.
Michael is a rare financial professional that truly puts his clients needs first.

Trevor Startt

Michael is a rare financial professional that truly puts his clients needs first.

Rocco Corriere

Mike has given us a way to protect our assets. We aren’t losing a penny of our retirement nest egg and doing very well avoiding the volatility of the Market. Highly recommended!

Kenneth Chiusano

Extremely happy with the financial advice and retirement plan that Michael had proposed! I have all the confidence in Halftime Wealth Management.

linda gruppo

Mike at Halftime Wealth Management is extremely knowledgeable of the products he offers. He is patient and kind and offers detailed explanations to help us better understand the products.

Theresa Dimezza

Mike is great! Very informative!

Eric Pugliese

Great experience and great advice! Answered all of my questions in depth. Very clean and modern office. Super helpful. A+

Gregory Steines

Great advice without being pushy. Owner is very nice. My only complaint is that the company should be name “Fulltime Wealth Management”, because Mike doesn’t rest until the job is done.

Mark Pugliese

Very sensible approach to retirement planning. I highly recommend Halftime Wealth Management!

Brian Chiusano

I had a lot of questions and Halftime Wealth Management thoroughly answered all of them and helped me put together a plan that has me securely set up for the future. Highly recommend!

Hollie Foust

Mike had provided me with answers to questions that both my husband and I have been having on behalf of our parents wealth management plan. I know enough to not TRUST easily. it’s been an incredible journey so far and Mike as been available by text and phone which is so unique these days. We truly appreciate the personalized care that he and his team have shown throughout this VERY STRESSFUL time. I did not plan to be the planner for our parents and here we are! God put Mike in our path via his long time friends and that introduction was such perfect timing ! We are finding Joy in our Journey! I would recommend Halftime ! FOR SURE

Ryan Schickling

Halftime Wealth Management has been my go-to advisor for advice on every aspect of my financial future. All of the options for retirement plans are very confusing and Mike has answered the phone or responded to a text right away whenever I needed help. I know my financial future is in good hands because I trust and enjoy the relationship I have with Mike and his team at Halftime. Can’t recommend this firm enough.

Tessa Bakke

My parents were getting ready to retire and neither one of them were too locked-in on their financial planning. When they asked me for my help in finding the right advisor, we went to several seminars around the Lehigh Valley and met with 4 different advisors to see what they had to offer and how they ran their business. It was clear from the first time we met Mike that we found the right fit for my parents. He was thoughtful in his questioning and planning, putting extra emphasis on where certain money came from and how it should be spent or preserved. He showed he did not just care about his own business, but that he cared about my parents, their goals, and our entire family. He even spent the morning of a holiday coming to my parents house to meet me and my siblings so that we could all get to know one another. We are all very comfortable with Halftime Wealth for our parents, because they now have a plan that gives us peace of mind for their financial future. Thanks Mike and everyone at HT Wealth Management!

Zee Francis

Awesome. Wonderful people. Love dealing with Michael & Jimmy.

Trevor Startt

Michael is a rare financial professional that truly puts his clients needs first.

Let's Do it!

Contact us today for a complimentary no-obligation financial consultation!

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