"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 PartnersThe 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.
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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
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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 and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
Markets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Family Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Wealth Planning
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Wealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Wealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Outlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowMarkets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowMarkets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowFamily Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowWealth Planning
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowWealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness Planning
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowWealth Planning
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.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.