Gary D. Halbert, President; Halbert Wealth Management

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Between the Lines - Gary's blog

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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 attended Texas Tech University where he received his Bachelor of Science degree. From there he went to the American Graduate School of International Management ("Thunderbird") in Phoenix, Arizona where he received his Masters degree.

After graduate school, Gary went to work for an investment firm 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,
MBA, CFP®

About Phil
Spencer WrightSpencer Wright
About Spencer
     
Jon MeyerJon Meyer

About Jon
 
     

From the owner and president on down to the support staff, each employee is dedicated to providing you with unparalleled customer service and financial advice.

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Gary's Forecasts & Trends newsletter has been enjoyed by the investment community for over 30 years with nearly half a million subscribers. Each week he analyzes the latest economic news, markets and political environment, and brings you stories that have an impact on your lifestyle, your future and your pocketbook.


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