future-wise is an SEC registered investment adviser located in Long Beach, California. future-wise and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which future-wise maintains clients. future-wise may only transact business in those states in which it is registered/notice filed, or qualifies for an exemption or exclusion from registration/notice filing requirements. future-wise’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of future-wise’s website on the Internet should not be construed by any consumer and/or prospective client as future-wise’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, any subsequent, direct communication by future-wise with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of future-wise, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov and/or the state securities law administrators for those states in which future-wise is registered. A copy of future-wise’s current written disclosure statement discussing future-wise’s business operations, services, and fees is available from future-wise upon written request. future-wise does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to future-wise’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Future-wise is a business name of Halbert Hargrove Global Advisors, LLC. Halbert Hargrove Global Advisors, LLC was originally established as an S Corporation in 1988 as Halbert, Hargrove Advisors then renamed to Halbert, Hargrove/Russell in 1989. Halbert, Hargrove/Russell became the managing member in 1998 of Halbert, Hargrove/Russell LLC, when this LLC was established. In 2010, Halbert, Hargrove/Russell LLC was renamed Halbert Hargrove Global Advisors, LLC. Halbert, Hargrove/Russell now remains a managing member of Halbert Hargrove Global Advisors, LLC under the name Halbert Hargrove Holdings, Inc. Halbert Hargrove & Co. is no longer registered with FINRA or a national securities exchange.
No portion of future-wise’s website is to be interpreted as a testimonial or endorsement of future-wise’s investment advisory services and it is not known whether the clients referenced approve of future-wise or its services.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.