Gary D. Halbert, President; Halbert Wealth Management

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Financial Planning generally works best where there is an atmosphere of mutual trust and communication. Halbert Wealth Management is not a big, impersonal company where you are just another account number. We're small enough for you to get to know us personally, and we encourage you to do so.


Gary D. Halbert

Gary grew up in Lubbock, Texas and graduated from Texas Tech University. From there he attended the American Graduate School of International Management ("Thunderbird") in Phoenix, Arizona where he received his Masters Degree in International Business.

After graduate school, Gary went to work for a multi-national commodities company in Dallas, Texas, and has remained in the financial industry ever since. In 1977, he began to write a bi-weekly newsletter for his growing number of clients. Initially, the newsletter focused strictly on the investment markets. Yet over the years Gary realized that many external events affect the investment markets, so he broadened his newsletters to include information about the economy, interest rate trends, geopolitics and politics and other topics of interest to investors. The newsletters have always been especially popular with Halbert Wealth Management's clients.

In 1984, Gary, along with his assistant Debi (later to become Mrs. Halbert), decided to leave the ranks of the big brokerage firms and start his own company that could be independent and better serve his clients. Since that time, he has been dedicated to finding successful money managers to refer to his clients.


Phil DenneyPhil Denney,

About Phil
Spencer WrightSpencer Wright
About Spencer
Jon MeyerJon Meyer

About Jon


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