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 advisory services to individuals, high‑net‑worth clients, IRAs, trusts, retirement plans, foundations, and other institutional clients. The firm offers discretionary investment management, financial planning, and non‑discretionary research and referral services to third‑party investment advisers. Halbert Wealth combines active, manager‑driven strategies with due diligence on outside managers: it operates discretionary programs (including its proprietary HWM Alpha Advantage strategy that uses long and inverse leveraged mutual funds) and recommends vetted third‑party advisors for non‑discretionary programs. For referrals it serves as a promoter that receives a negotiated portion of underlying managers’ fees and uses a Confidential Investor Profile to match clients to appropriate programs, and it discloses its fiduciary duties when advising retirement accounts. A December 1, 2025 acquisition by Wellesley Asset Management created an affiliation that allows Halbert to offer its proprietary strategy to eligible Wellesley clients and to receive administrative support from the parent adviser. The combination of an active proprietary strategy, a substantial referral/promoter business alongside discretionary management, and a stated policy of leaving proxy voting to clients are features that are less common among similarly sized supported advisory firms.

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.