Wealth Partners

The HHH Group

We recognize that when clients share their finances, you welcome us to a personal element of your life. This understanding is at the core of our approach, and we partner with you closely to help articulate your aspirations and how you want your wealth to support and inspire your lifestyle, your family, future generations and the community around you.
Working with you means working for you
Our clients look to us to solve problems and more. We are idea generators, networking allies and a second set of eyes to manage and monitor your financial well-being.
Wealth must function as a whole
We like to think of ourselves as not only investment advisors but also pillars of your financial success. Advising hand-in-hand alongside your accountants, lawyers and other trusted advisors, we assess your broader financial landscape to help keep your strategies tied together. In addition, we can leverage other areas of the firm for your specific needs, such as banking, lending, and consulting services for tax and estate planning.
Our consultative approach builds a culture of collaboration
By consulting closely alongside you, we uncover the objectives and goals you find most important. Our candid—and sometimes challenging—conversations strengthen this bond, and we work together to achieve your goals.
Excellent client service is the cornerstone of our practice
We strive to make sure no phone call goes to voicemail and that emails are always answered in a timely manner. Michael, Adam and Kent rely on our team of seasoned Associates to care for your day-to-day needs. We are fortunate that these talented individuals have longtime experience in the financial industry, a deep appreciation for client service and vast industry knowledge.
We communicate in familiar terms
Every relationship builds on its core, and we treat you as an individual rather than following a script or formula. To us, you are not an account number; you are our valued client. You will find that our style is warm and transparent.
Our experience can work to your advantage
On a practical note, our attention is centered on preserving and growing wealth. We offer investments in high-visibility, dividend-paying companies and pay close attention to tax efficiency and risk tolerance.
We are backed by an industry leader
While we know that J.P. Morgan can seem like a large organization, we scale the firm's capabilities down to a boutique and intimate level. You benefit from the best of both worlds—personalized attention backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments.
We welcome the opportunity to plan—shoulder-to-shoulder with you—for your financial future and success.