Halbert Hargrove

Succession/Ownership Transition Services – Non-Custodian/Broker/Dealer

Halbert Hargrove serves as Guides, Gurus and Gladiators to the quietly wealthy. We provide customized wealth advisory and investment solutions, including extensive planning services that take on clients ’ foremost priorities and goals from the very start. We serve more than 500 clients from offices in five U.S. states.


SLCT Process

Adpated from the medical profession, our innovative discover y process allows us to capture what matters most to clients. SLCT gives us the ability to deliver a customized proposal at our first face- to -face meeting and close business quickly. It helps us generate close ratios and asset consolidation rates that are high and consistent.

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Key Business Leader

Russ Hill

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