A complete list of active advisors currently associated with Halbert Wealth Management, Inc

Warmer can help you find a great advisor at Halbert Wealth Management, Inc or one who fits your needs even better.

Halbert Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, IRAs, trusts, retirement plans, and certain institutional entities, and also supports other investment advisers by identifying, evaluating, and referring investment strategies. The firm offers both discretionary and non‑discretionary programs and may recommend third‑party investment advisors to clients as part of its service mix. The firm’s approach emphasizes active money management and risk management, using tactics such as tactical allocations, sector rotation, limited partnerships, interval funds, and selective use of ETFs and mutual funds. Halbert Wealth also manages a proprietary HWM Alpha Advantage strategy—an actively managed, long/short approach that uses leveraged mutual funds via a sub‑advisor—and performs due diligence on underlying managers before recommending non‑discretionary options. Halbert Wealth’s December 2025 acquisition by Wellesley Asset Management, and the resulting affiliation that allows HWM Alpha Advantage to be offered to eligible WAM clients, reflects an uncommon adviser‑to‑adviser ownership and administrative arrangement. The firm’s role in serving other investment advisers and acting as a promoter that shares in underlying managers’ fees is also a notable feature that distinguishes its business model from many peers.

To learn more about the advisors currently working at Halbert Wealth Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.