Halbert Wealth Management, Inc

Spencer Wright is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Halbert Wealth Management since 1999 and also has experience with Pensionmark Financial Group. Halbert Wealth Management provides investment management and advisory services primarily to pooled investment programs, other investment advisers, and institutional or retirement-plan assets. The firm operates a proprietary discretionary trading strategy, HWM Alpha Advantage, and emphasizes a combination of discretionary programs and a non-discretionary business that researches, recommends, and refers clients to vetted third-party investment advisers.

Brian Halbert is a financial advisor with Halbert Wealth Management, Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Merrill. Outside of advisory work, he is the managing partner of Brian Halbert & Associates, LLC, a non-investment-related business. Halbert Wealth Management offers investment management and advisory services primarily to pooled investment programs, other advisers, and institutional or retirement-plan assets. The firm operates a proprietary discretionary trading strategy called HWM Alpha Advantage and emphasizes due diligence in selecting third-party investment advisers, combining discretionary management with a referral and promotion business model.

Debi Halbert is the principal of Halbert Wealth Management, Inc. in Austin, TX, with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pensionmark Financial Group and ProFutures, Inc., in addition to her longstanding role at Halbert Wealth Management since 1995. Outside of advisory work, she manages an online subscription service providing accounting and bookkeeping services through Theta Research, LLC. Halbert Wealth Management primarily serves pooled investment programs, other investment advisers, and institutional or retirement-plan assets. The firm operates a proprietary discretionary trading strategy, HWM Alpha Advantage, and emphasizes both discretionary management and a non-discretionary business that researches, recommends, and refers clients to vetted third-party investment advisers.

Manuel Garcia is a financial advisor at Halbert Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pensionmark Financial Group, Crossmark Global Investments, and The Prudential Insurance Company of America. Outside of advisory work, he is involved as a non-variable insurance agent and an independent mortgage broker. Halbert Wealth Management provides investment management and advisory services primarily to pooled investment programs, other investment advisers, and institutional or retirement-plan assets. The firm operates a proprietary discretionary trading strategy, HWM Alpha Advantage, and emphasizes a combination of discretionary programs and the selection and referral of vetted third-party investment advisers.