Wealth PartnersThe HHH Group
Awards and Industry Recognition
Barron's
Forbes
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 clients' 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.
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
You moved to the U.S. to access stability and opportunity for your wealth—and for the people you love. As you acclimate to your new country, many things may feel unfamiliar. Simply managing your investments is not enough. At J.P. Morgan, we go beyond your portfolio to help you find answers to the questions that your life in the United States may present.
We can serve as your guide to the community as well as the financial markets. We'll work to ensure that all aspects of your financial situation are addressed, from current needs to long-term aspirations. And we can support you as you seek to maximize opportunities for your children while preparing them for the responsibilities of wealth.
As a J.P. Morgan client, you will have access to the tools, resources and specialists you need to make your move a successful one. And we will be by your side every step of the way.
