"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

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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.