Halbert Hargrove

Halbert Hargrove Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals.

Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no sm

all part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠". Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.

09/01/2026

At some point, your financial goals should connect back to the life you're building.

Brian calls it the "financial report card": the tendency to keep accumulating because watching the numbers grow can feel like getting an A. But reaching a higher balance isn't necessarily the end goal. The real question is what you want that money to make possible.

Taking the time to define what you're working toward can help put decisions about your career, retirement, and next chapter into perspective.

Brian and Kelli dig into the tradeoffs between earning more and making room for what matters beyond the paycheck in this episode of Fearless Money Talks.

08/31/2026

Information Is Not the Same as Wisdom

AI can be an incredibly useful research assistant. It can organize data, analyze investments, and make information that once took hours to find available in seconds.

The opportunity is knowing how to use that information. Financial strategy requires connecting the data to your goals, priorities, risk tolerance, taxes, and the decisions happening elsewhere in your life.

The future of financial planning may not be about choosing between technology and human insight. It may be about understanding where each is appropriate.

See how those roles can work together in the full episode, where we explore a potential place for AI in your financial decision-making.

08/28/2026

The Market Isn't Always the Biggest Risk

Market downturns test more than your portfolio. They can test your ability to stay disciplined when uncertainty and emotion are running high.

When markets fall quickly, the instinct to protect yourself can be powerful. But reacting to what is happening in the moment can lead to decisions that lock in losses or leave you on the sidelines when markets recover.

AI can process the data. What it may not provide is the perspective needed to recognize when fear is influencing a long-term decision.

The full episode takes a closer look at the role psychology plays in investing and why human judgment can still matter in an increasingly AI-driven financial world.

08/27/2026

AI Has the Data. You Have the Life.

AI can tell you a lot about an investment. Historical performance. Volatility. Fees. Sector exposure. The information is valuable, but it's only part of the decision.

An investment doesn't exist in isolation from the rest of your financial life. Your timeline, tax strategy, family priorities, retirement goals, and individual circumstances can all influence whether an opportunity actually makes sense for you.

That's the distinction between analyzing an investment and understanding how it fits into a financial plan.

Catch the full episode for a closer look at where AI can be a useful investing tool and where personal context still matters.

Tomorrow: what does it really mean to design a 100-year life? Join us for a practical, forward-looking conversation on c...
08/26/2026

Tomorrow: what does it really mean to design a 100-year life? Join us for a practical, forward-looking conversation on career transitions, reinvention, lifelong learning, and new opportunities for contribution in an era of longevity.

We'll hear from leaders at Arizona State University, Helen Hayes, the University of Colorado Denver, Anne Button, the University of Texas at Austin, Megan Frisque, and Stanford Center on Longevity, Simon Chan, sharing real-world stories and insights on redefining midlife.

Join us tomorrow, August 27th at 11:30 a.m. PT

Register for the session here: https://loom.ly/Mhyvy04

We’re honored to share that Halbert Hargrove has been named an Excellence Awardee (Finalist) in the Employer of Choice c...
08/25/2026

We’re honored to share that Halbert Hargrove has been named an Excellence Awardee (Finalist) in the Employer of Choice category for the Investment News 2026 Women to Watch Awards.

This recognition reflects the culture our team has built together — one centered on
collaboration, mentorship, professional growth and a shared commitment to serving
clients with care.

Congratulations to all of the finalists. We’re grateful to be included alongside
organizations helping shape the future of the wealth management industry and look
forward to celebrating in New York City on November 5.



Excellence Awardees (Finalists) announced August 2026 based on nominations submitted between April 20 – June 19, 2026, and research conducted by the Women to Watch Awards team. InvestmentNews conducted the nominations and research for the award. Halbert Hargrove Global Advisors did not pay a fee for the nomination or consideration.
View Excellence Awardees . View Methodology .

With the first half of 2026 behind us, now is a great time to assess the goals established at the beginning of the year....
08/24/2026

With the first half of 2026 behind us, now is a great time to assess the goals established at the beginning of the year. In his latest Forbes article, our CEO, JC Abusaid, explains why a mid-year check-in is essential for evaluating progress and strengthening the company to make sure it is aligned to finish the year successfully.
Read the full article https://loom.ly/Tgiv2w0

08/21/2026

The strongest succession plans are built to adapt. As organizations grow, leadership responsibilities become more specialized. Relying on a single person to carry the entire organization forward can create unnecessary risk if plans change or circumstances evolve.

Building a team of capable leaders creates flexibility, strengthens continuity, and helps position an organization for long-term success.

Discover how Cecilia Williams approaches leadership succession and organizational growth in this episode of Fearless Money Talks.

Strong organizations aren't built overnight, and neither are strong leaders.Preparing the next generation takes time, tr...
08/20/2026

Strong organizations aren't built overnight, and neither are strong leaders.

Preparing the next generation takes time, trust, and a willingness to let people grow through experience. By investing in mentorship, developing future leaders, and building a team with complementary strengths, organizations can create a foundation designed to last well beyond any one individual.

Listen in to hear Cecilia Williams' blueprint for building a lasting legacy through thoughtful succession planning in this episode of Fearless Money Talks.

08/18/2026

Leadership isn't about having all the answers from day one.

Stepping into a new role often comes with uncertainty, even when the people around you believe you're ready. Confidence is built over time through experience, thoughtful decision-making, and the opportunity to learn from mistakes.

Great leaders don't simply hand off responsibility. They create an environment where the next generation can grow, develop confidence, and eventually lead on their own.

Hear more from Cecilia Williams, Brian, and Kelli in this episode of Fearless Money Talks as they discuss mentorship, succession planning, and building leaders for the future.

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