Wellesley Asset Management Expands into Austin with Halbert Wealth Acquisition
Wellesley Asset Management has acquired Halbert Wealth, an investment advisor based in Austin, Texas. The deal expands Wellesley’s presence into the greater Austin market—one of the fastest-growing wealth hubs in the country—and deepens its ability to serve a broader base of high-net-worth clients and families.
“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,” said Michael Miller, CEO of Wellesley Asset Management.
Debi Halbert, co-founder of Halbert Wealth, emphasized continuity and client care: “Our clients will continue working with the same trusted advisors they know, now with access to Wellesley’s expanded products, resources, and capabilities.”
Under the agreement, Halbert’s clients will gain access to Wellesley’s full suite of offerings, including proprietary investment strategies, portfolio construction tools, and institutional-grade technology platforms. Advisors at Halbert Wealth will also benefit from Wellesley’s operational scale and support, allowing them to focus more deeply on client service and financial planning.