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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:

Let's Do it!

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

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