"We manage our client relationships in parallel to the personalized service received at a boutique family office while utilizing the capabilities and opportunities provided by a leading global financial firm."
Wealth Partners
The Hill Group

Wealth Partners
The Hill Group

"We manage our client relationships in parallel to the personalized service received at a boutique family office while utilizing the capabilities and opportunities provided by a leading global financial firm."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
About The Hill Group

At The Hill Group, we manage our client relationships in parallel to the personalized service received at a boutique family office. We couple this with the capabilities and opportunities provided by J.P. Morgan, an industry-leading global financial firm. Our team prides itself on providing focused and customized wealth management and banking strategies to entrepreneurs, executives, venture capitalists, artists, athletes, families and institutions.

Attentive and personalized
The Hill Group is committed to providing support to our clients beyond their everyday wealth management needs. We provide an exceptional client experience by dedicating our time and resources to all aspects of our clients' personal and business opportunities.
Comprehensive strategies
We take into consideration many factors that are imperative to the clients we represent and in each key area of wealth management. Our group is sure to weigh each with equal importance to our process:

• Investment
• Liquidity
• Credit management
• Traditional banking
• Retirement
• Tax-efficiency
• Legacy strategies

Our process-driven approach
We realize that everyone has unique needs and we work closely with our clients to employ a disciplined process to understand those intentions and tailor strategies to help them reach near- and long-term goals.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Wealth Planning

Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.