Wealth PartnersThe HHH Group
Awards and Industry Recognition
Barron's
Forbes
Welcome
By building strong relationships with our clients, we deliver the intellectual capital of the firm in a more tailored fashion and with the kind of personal touch that is invaluable when advising families of considerable wealth. Leveraging the products and strategies of J.P. Morgan, we provide access to a wide array of services, including banking, mortgage, credit and lending capabilities to help serve every aspect of our clienst' financial needs.
In addition, we educate our clients about the many benefits of high-grade, tax-free bond investing, and properly diversify their holdings, drawing upon our long experience in U.S. markets and our consultative investing style. Further, we invest with particular emphasis on the largest and most well-known multinational "blue chip" stocks, as well as hedge funds, private equity and real estate funds.
Investment Approach
A tailored approach; a comprehensive plan
Our group has a focused practice that serves high-net-worth Asian families, many of whom are new to the Seattle area and are in need of comprehensive wealth management and a network of trusted advisors.
These families are often establishing a U.S. base, and through our understanding of the value that clients derive from their associations, we provide guidance and support that extends beyond portfolio management. In addition to our investment management services, we often offer guidance to our clients and participate side-by-side with them as they make many of their life decisions such as buying a home, funding for their children's education and planning for retirement. We also can help find outside resources - real estate agents, CPAs, attorneys, and private educational institutions.
We educate our clients about the many benefits of high grade tax free bonds investing, and properly diversify their holdings, drawing upon our long experience in U.S. markets and our consultative investing style. Further, we invest with particular emphasis on the largest and most well-known multi-national "blue chip" stocks, as well as hedge funds, private equity, and real estate funds.
Meet Our Team
Specialist Resources
You moved to the U.S. to access stability and opportunity for your wealth—and for the people you love. As you acclimate to your new country, many things may feel unfamiliar. Simply managing your investments is not enough. At J.P. Morgan, we go beyond your portfolio to help you find answers to the questions that your life in the United States may present.
We can serve as your guide to the community as well as the financial markets. We'll work to ensure that all aspects of your financial situation are addressed, from current needs to long-term aspirations. And we can support you as you seek to maximize opportunities for your children while preparing them for the responsibilities of wealth.
As a J.P. Morgan client, you will have access to the tools, resources and specialists you need to make your move a successful one. And we will be by your side every step of the way.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now