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The Hill Group

OUR MISSION STATEMENT

We believe in and deliver advanced wealth management made simple.

Our Story and Services

Our Story

Wealth Management has never been more complicated – there are more investment choices than ever, more events and life stages to plan for, more complexity from taxes, estate planning, family dynamics and many other questions. But for most people, the questions are more basic – will I make it through the retirement I envision? Can I send the coming generations to college? How do I make an impact on an organization I believe in? These people care about what they can DO with their money, how it can serve their life goals and ambitions – they have neither the time nor the desire to deal with the byzantine world of investments, financial planning and daily wealth management.

At the Hill Group at Morgan Stanley, these are the people we serve. Using sophisticated analytics, macroeconomic trend analysis and forecasting, a comprehensive planning process and the thought leadership of Morgan Stanley, our highly credentialed team provides sophisticated wealth management customized to each client’s specific goals. Many of our clients prefer that we manage all this “behind the scenes,” helping simplify their financial lives giving the potential opportunity to spend their time on the things that are important to them. We think of our clients like a family, and cultivate personal working relationships that are honest, proactive and deeply engaged. With a large and multi-skilled wealth management team and nearly $1 billion in assets under management, the Hill Group provides the kind of sophistication and service that our clients expect.

The Hill Group: Sophisticated Wealth Management Made Simple

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Services Include

  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • Planning for Education Funding
  • Asset Management
  • Estate Planning Strategies
  • Wealth Consulting
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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Advanced Tactics

Sophisticated wealth management


At the Hill Group at Morgan Stanley, we leverage sophisticated thinking and innovative tactics to help our clients reach their goals. Some examples:

The Morgan Stanley Global Investment Committee (GIC)

The GIC includes some of the most respected investment professionals in the world. They monitor the worldwide economy, prevailing market conditions and emerging trends. They conduct and evaluate in-depth research. They recommend investment tactics, portfolio allocations and positions. That’s a wealth of intellectual capital working for you.
 
Macroeconomic analysis and trending

No investment happens in a vacuum. We study and analyze the U.S. and global economies, providing context for today … and a perspective on the future.

A different approach to retirement

One often hears the phrase “planning for retirement.” But retirement is not a single event – it might extend several decades. Our retirement plans are divided into three stages: Early Stages, Mid-Retirement, Later Stages. Each reflects how your needs may evolve, so you are positioned to live the retirement you want.

A proven planning process

Our process at the Hill Group is the result of many years of experience. Nothing is more important that the first step, which we call “Discovery.” We take the time to get to know you – your goals, your passions, your family, your feelings about risk, how and when you’d like to be contacted. We will help identify and articulate your goals, which is essential to crafting your plan.


Making it easy

Focus on your life while we manage your wealth


Our clients lead busy, fulfilling lives. They look to us to provide sophisticated wealth management, as well as to simplify their financial decision making. We have structured our practice to serve both goals. For example:

Identify blind spots

Like a balance sheet has both assets and liabilities, a well-designed financial plan describes how to both PURSUE your goals, and protect against anything that might PREVENT you from reaching them. For example, a serious health issue, the loss of a spouse or a long-term market correction. We refer to these “Blind Spots,” and build contingencies against them into your plan.

Create financial checkpoints

Your financial plan is not a static document – it evolves as circumstances dictate. That’s why we create “financial checkpoints” – specific sign posts with action items built into the plan.

Provide comprehensive recommendations

Every decision involving money affects the next one, and the one after that. That’s why clients seek our counsel for every financial decision. We can both provide thoughtful and ensure that each decision adheres to your overall strategy.

Commitment to client education

Our clients count on us to simplify their wealth management … but they don’t want a “black box” – they want to fully understand the strategy and tactics. This kind of collaborative approach builds and sustains a close, long-term relationship, and we are committed to sharing our knowledge and expertise with you (and your family).


Source: Forbes Magazine and Forbes Online (Oct 2017). The ranking of America’s Top Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.   The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.  Neither Morgan Stanley LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. For the full list and more visit: www.forbes.com/top-wealth-advisors

Source: Working Mother magazine (Oct/Nov, 2017) SHOOK Research considered Financial Advisors who are mothers with children living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Morgan Stanley LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Working Mother or SHOOK Research in exchange for the ranking. For more information see www.SHOOKresearch.com

Meet The Hill Group

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Hill Group today.

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