About Richard Hathaway

Offering institutional-caliber guidance to affluent families, business owners, institutions and endowments.

My team brings years of institutional-caliber experience to serve the needs of ultra-high-net-worth families like yours. We understand your family dynamics and the significant challenges you face in managing your wealth and planning for your legacy.
Throughout a career spanning more than 40 years, I have personally addressed and managed the wealth planning and investment needs of large institutions. I am not only familiar with best practices, but I have walked in your shoes. This background is highly differentiating and parallels the sophisticated requirements of individuals with substantial assets. It has equipped me to develop a comprehensive wealth plan encompassing the specifics of your scenario.
My team and I leverage J.P. Morgan's global resources to build customized strategies designed to help you achieve your current and long-term goals. We understand your family's needs may extend beyond traditional investments, and we focus on alternative assets and private equity to help diversify your investments and mitigate portfolio risk.
I am fortunate to be backed by the capabilities and other specialist resources of J.P. Morgan to help address the entirety of your financial picture.

Meet Our Team

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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