Wellesley Asset Management, a renowned independent SEC-registered Investment Advisor, is a leading firm in providing wealth management and investment management services. The firm has officially announced its recent acquisition of Halbert Wealth. Halbert Wealth is also an SEC-registered Investment Advisor, recognized for its strong focus on client relationships and its significant presence within its region.
This significant acquisition is a strategic move designed to expand Wellesley Asset Management’s reach into the vibrant greater Austin, Texas area. Furthermore, it will enhance the range of products and services that Wellesley Asset Management can offer its clients. This union brings together two firms that share fundamental values and a deep-seated commitment to delivering excellence in all aspects of their work.
Clients who have entrusted their financial futures to Halbert Wealth will experience substantial benefits from this acquisition. They will gain access to expanded resources, more advanced technology platforms, and a broader array of sophisticated investment solutions. Importantly, these clients can also expect to continue receiving the same personalized and attentive service from their trusted advisors, ensuring a smooth and consistent experience.
This acquisition represents a crucial milestone for Wellesley Asset Management. It underscores the firm’s ongoing growth trajectory and reinforces Wellesley’s unwavering dedication to providing high-quality wealth and investment management services. This commitment is deeply embedded in a culture that values independence and prioritizes the best interests of its clients.
KEY QUOTE:
“We are thrilled to welcome Halbert Wealth into the Wellesley family. Halbert Wealth’s dedication to personalized wealth management and investment guidance aligns perfectly with our mission to deliver exceptional value and innovative investment solutions to our clients.” Debi Halbert, Co-Founder of Halbert Wealth, emphasized continuity for clients, noting, “Our clients will continue working with the same trusted advisors they know, now with access to Wellesley’s expanded products, resources, and capabilities.”
Michael Miller, CEO of Wellesley Asset Management
