Halbert Hargrove

Halbert Hargrove is a renowned firm in the finance, financial services, and wealth management industries, founded in 1933. The company's slogan, "Fearless pursuit of well-lived todays & tomorrows," reflects its commitment to providing a proven, goals-directed planning process for wealthy families and individuals. The firm offers wealth advisory and fiduciary investment services aimed at preserving and growing clients' wealth through access to preferred investment vehicles, extensive market experience, and continually refined proven strategies. Recognized as one of the top wealth advisory firms in the United States, Halbert Hargrove attributes its successful client relationships to its commitment to transparency, fiduciary best practices, and innovative culture. The company's Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) sets it apart as the 50th investment advisory firm globally to achieve this high distinction. CEFEX works with investment advisory firms to assess their investment processes and systems, ensuring adherence to the highest standards of fiduciary best practices. Their mission is to improve risk management for both institutional and retail investors. With an impressive track record and commitment to integrity, Halbert Hargrove embodies the ethos of "Investing to integrate your money and your life℠," giving clients confidence in maintaining their lifestyle and preparing for future success.