With a partial government shutdown in effect as of October 1st, 2013 and the debt ceiling debate looming, investors likely have questions about how the market will react and what this could mean for their portfolios. Read MoreHalbert Hargrove opens Scottsdale office
SCOTTSDALE — Halbert Hargrove, the Long Beach-headquartered investment manager and wealth advisor, has announced the opening of its newest office in Scottsdale. Headed by Halbert Hargrove Regional Directors Patrick A. Kujawa and Andrew C. Welzel, the Scottsdale office is located in the Kierland Commons area. Halbert Hargrove has been working with clients in Arizona since 2007 and our new office serves to expand the existing presence we have in Arizona.
Founded in 1933, Halbert Hargrove has successfully managed clients’ wealth over decades. The firm’s professionals also advise foundations and charitable organizations, and work with businesses in managing employees’ retirement plans. Halbert Hargrove advises on more than $2 billion, and is the first top-50 fiduciary investment and wealth advisory firm in the West to earn the Centre for Fiduciary Excellence (CEFEX) certification, a significant acknowledgement of their commitment to fiduciary best practices. In addition to Scottsdale, Halbert Hargrove has offices in Long Beach and San Diego, California; Denver, Colorado; Bellevue, Washington; and Houston, Texas.Form ADV- Halbert Hargrove Global Advisors Disclosure Brochure
Knowledge of the financial markets is just one of many critical components of a successful financial strategy. Halbert Hargrove's objective institutional advice is provided in the context of a personal relationship. We manage our clients' wealth, along with their charitable legacies and the retirement plans of their businesses. We also advise charitable organizations and corporations.