"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."
The Hill Group

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."
About The Hill Group

Welcome

At 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, J.P. Morgan. We pride ourselves on providing focused and customized wealth management and banking strategies to entrepreneurs, executives, venture capitalists, artists, athletes, families and institutions.

Investment Approach

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.
We take into consideration many factors that are imperative to the clients we represent and in each key area of wealth management, such as investment, liquidity, credit management, traditional banking, retirement, tax-efficiency and legacy strategies. We are sure to weigh each with equal importance to our process.
We realize that everyone has unique needs, and we work closely with our clients to employ a disciplined process to understand those needs and tailor strategies to help them reach their near- and long-term goals.

Meet Our Team

Insights

Investing

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
Cybersecurity

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
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(617) 654-2263