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.

A vital part of using AI in is being transparent with clients about when and how it is being used. As our Director of ...
06/22/2026

A vital part of using AI in is being transparent with clients about when and how it is being used. As our Director of Technology and Cybersecurity, Wealth Advisor, Shane Cummings, shared in this Financial Planning article, it’s important to let clients know when tools such as are being used and how AI supports our work while maintaining the trust at the center of every client relationship.

Read the full article by Grace Williams: https://loom.ly/YtgQ-Gc

06/19/2026

When you're looking at a business to buy, the starting assumption isn't that the books are clean. It's that they're not.

That doesn't mean the seller is dishonest. It means you haven't verified anything yet. And before you spend millions, verification is worth paying for.

A quality of earnings report won't catch everything, but it can tell you a lot more than taking the seller's word for it. The full episode of Fearless Money Talks breaks down what that process looks like and what it costs to do it right.

Spotify: https://loom.ly/j3lDlS8
Apple Podcasts: https://loom.ly/30ViDzk
YouTube: https://loom.ly/MemjWWc

The One Big Beautiful Bill introduced a car loan interest deduction for tax years 2025 through 2028, and for those who q...
06/17/2026

The One Big Beautiful Bill introduced a car loan interest deduction for tax years 2025 through 2028, and for those who qualify, it may be worth understanding before your next vehicle purchase.

Eligibility depends on several factors: the vehicle must be new and purchased after 2024, income limits apply based on filing status, and the deduction requires itemizing rather than taking the standard deduction. Vehicle assembly requirements and weight limits also factor in.

Understanding whether this deduction applies to your specific situation is a conversation worth having with your tax advisor before making any decisions.

Read more here: https://loom.ly/gNCwjnc

As continues to evolve and the industry adapts, security and privacy are more important than ever. In this recent Ki...
06/16/2026

As continues to evolve and the industry adapts, security and privacy are more important than ever. In this recent Kiplinger article, our Director of Cybersecurity and Technology and Wealth Advisor, Shane Cummings, explains ways can help protect their .

To learn more, read the full article: https://loom.ly/U9kFRn8

The financials can tell you if a business is profitable. They don't tell you if it can survive without the person sellin...
06/12/2026

The financials can tell you if a business is profitable. They don't tell you if it can survive without the person selling it.

Some of the most important things to know before buying a business don’t show up in a spreadsheet. Who holds the client relationships? How dependent is the operation on one person? Could this thing run if the owner took two weeks off?

The businesses that look clean on paper aren't necessarily the ones worth buying. And the ones with messier books aren't always the ones to walk away from.

Fearless Money Talks breaks down what smart buyers actually look for and why the qualitative questions matter just as much as the numbers.

Spotify: https://loom.ly/j3lDlS8
Apple Podcasts: https://loom.ly/30ViDzk
YouTube: https://loom.ly/MemjWWc

Many people focus on avoiding errors when filing their taxes. But for a number of taxpayers, the bigger cost isn't a mis...
06/11/2026

Many people focus on avoiding errors when filing their taxes. But for a number of taxpayers, the bigger cost isn't a mistake on the return itself. It's the planning opportunities that were not taken in the first place.

Maximizing retirement and HSA contributions, understanding where you fall within tax brackets, and being mindful of income thresholds that can phase out valuable deductions are all areas where proactive planning may make a meaningful difference over time. The window to act on many of these strategies closes at year-end, which makes starting the conversation with your advisor sooner rather than later worth considering.

Read more here: https://loom.ly/O4wmSkw

06/10/2026

When you're evaluating a business, not every important question looks like one.

Asking a seller about their last vacation isn't small talk. It's one of the fastest ways to find out whether the business can actually run without them. If they can't remember the last time they stepped away, or never did, that's a signal worth taking seriously.

The best due diligence doesn't always come from the financials. Sometimes it comes from knowing which questions to ask before you ever open the books.

The full episode of Fearless Money Talks goes deeper into what smart buyers look for and what people may miss entirely.

Spotify: https://loom.ly/j3lDlS8
Apple Podcasts: https://loom.ly/30ViDzk
YouTube: https://loom.ly/MemjWWc

Your credit score quietly influences some of the most consequential financial decisions you'll make: loan approvals, int...
06/09/2026

Your credit score quietly influences some of the most consequential financial decisions you'll make: loan approvals, interest rates, even mortgage eligibility. Yet many people are still operating on assumptions that may actually be working against them.

Carrying a balance to build credit, avoiding checking your score, closing old cards to tidy up your finances. These are three common beliefs that can end up doing more harm than good. Understanding how credit scores are actually calculated is a useful step toward better financial decision-making.

Read more here: https://loom.ly/0-5A3Ew

funds are gaining popularity as investors seek diversification through more accessible vehicles, including non-trade...
06/08/2026

funds are gaining popularity as investors seek diversification through more accessible vehicles, including non-traded and .

Our Co-CIO Brian Spinelli was quoted in this Financial Advisor IQ article by Mela Seyoum, sharing why advisors should remain mindful of liquidity risks when evaluating these investments for clients.

Read the full article here: https://loom.ly/P5YnnaY

Address

111 W Ocean Boulevard Fl 23
Long Beach, CA
90802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15624355657

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