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.