Best Halbert Hargrove Apps

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Wealth Enhancement

Wealth Enhancement

Free

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

IWI Publications

by Investment Management Consultants Association

Free

Access professional financial industry publications, including research and articles on investment, wealth management, and retirement planning. Stay updated with the latest insights and share content with colleagues.

Busey Wealth Management

by Busey Bank

Free

This app provides clients with a straightforward way to view their investment portfolios. Access is exclusive to Black Diamond users and requires authorization from a Busey Wealth Management advisor.