Wealth Management
What do you want your wealth to accomplish? Our goal is to help you achieve—and protect—the future you envision.
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Wealth management is tightly anchored to risk management. Beyond expert investment guidance, we place a strong emphasis on safeguarding all your financial commitments.
OUR WEALTH MANAGEMENT APPROACH INCLUDES:
Building resilient portfolios.
Our portfolio will benefit from a wide range of assets exposures and strategies for diversifying risk and delivering long-term returns.
Financial & tax planning:
Comprehensive Insurance Planning & Reviews.
From life and property, to disability, to liability insurance, we’ll continue to revisit the protective coverages you need.
Advising you on life transitions.
During periods of change, your finances are frequently in transition as well. Some examples include retirement, death of a spouse, divorce, and the sale of a business.
Specialized support during major life transitions.
Marriage, divorce, and the death of a loved one each impose critical considerations. When these transitions happen, we work with clients to help address financial decisions.
Special projects.
Every wealth management relationship is different! Areas where we’ve supported clients in the past include advising on continuing care for family members, pension elections, inheritances, legacy distributions, and unique investment holdings.
Decades of meaningful relationships.
Our clients value the relationships we build with them. We’ve found that among the attributes that contribute most to your financial equanimity are staying committed to your goals, being open to advice, and saving well and spending thoughtfully.
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Frequently Asked Questions
Is it worth paying a wealth manager?
Yes; proactively addressing your finances is one of the most responsible decisions for yourself, your family, and your heirs. As your wealth grows, so do your options regarding your impact on the people and causes you care most for. Having a financial professional in your corner can help you navigate any obstacles.
At what net worth do I need a wealth manager?
At Halbert Hargrove, we believe our services are best aligned with those who have at least $1MM in investable assets. However, there are plenty of financial advisors who will work with varying levels of assets and specialize in working with different types of individuals and families. Speak with a wealth manager about your personal situation and the services they provide.
What is the difference between a wealth manager and a financial advisor?
Both wealth managers and financial advisors support you with a wide range of wealth planning and investment needs. Wealth managers and financial advisors offer financial guidance for your personal financial situation.
What do wealth managers do?
Wealth managers offer personal and customized financial advice. This can include everything from budgeting to financial planning, investment advice, charitable giving, estate planning, tax and risk assessments, and more.
When should you hire a wealth manager?
A wealth manager can help you with your holistic financial plan and to help you work toward meeting your financial goals. Consider hiring a wealth manager if your income drastically increases, you inherit a sizable amount of money, or if you’re interested in more hands-on support managing complex financial strategies. At Halbert Hargrove, we believe our services are best aligned with those who have at least $1MM in investable assets.