Expert investment management and wealth advice — how and when you want it

We’ve designed future-wise to meet the needs of today’s Disciplined Savers. We are not an investment-only robo-advisor; we utilize the same knowledge and expertise our parent company, Halbert Hargrove Global Advisors, applies in advising high-net-worth individuals. future-wise integrates low-cost diversified portfolios with other aspects of an investor’s financial life—budgeting, financial planning, retirement planning, insurance reviews, and more—to provide complete investment and financial advisory services.

Investors will find future-wise’s tools and resources, available online and via the future-wise iPad app, easy to use and informative. Clients also have access to the knowledge and experience of Certified Financial Planners® (CFP®s) when they need additional guidance to stay on course during major life events—or simply have questions.