
Wealth PartnersThe HHH Group
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.
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 facilitate our clients' high-end assimilation.
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
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now