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The HHH Group

Wealth Partners at J.P. Morgan

The HHH Group

By building strong relationships with our clients, we deliver the intellectual capital of the firm in a more tailored fashion and with a personal touch that is invaluable.


425.462.6800
888.241.2327

10500 NE 8th Street, Suite 825
Bellevue, WA 98004

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 clienst’ 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.

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 facilitate our clients’ high-end assimilation.

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

Click a profile to learn more about each member

Michael Hershey

Managing Director


425.462.6810

michael.hershey@jpmorgan.com

10500 NE 8th Street, Suite 825
Bellevue, WA 98004

Kent Huang, CFP®

Executive Director


214.979.7660

kent.p.huang@jpmorgan.com

100 Crescent Court, Suite 1300
Dallas, TX 75201

Adam Handaly

Vice President


425.462.6820

adam.handaly@jpmorgan.com

10500 NE 8th Street, Suite 825
Bellevue, WA 98004

Michelle Wang

Investment Associate


425.462.6808

michelle.y.wang@jpmorgan.com

10500 NE 8th Street, Suite 825
Bellevue, WA 98004

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

 

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