The Hilton Group, based in Newport, RI, is a highly regarded private wealth management firm that specializes in providing intelligent financial advice and solutions to successful families, entrepreneurs, executives, and foundations. With a team of experienced Financial Advisors, The Hilton Group offers tailored strategies that integrate complex investing, planning, and financing priorities, utilizing the extensive global resources of UBS Private Wealth Management. Committed to making a meaningful impact in their clients' lives, The Hilton Group combines the stewardship and dedicated service of a boutique family office with the expertise and global reach of a leading financial institution.
Led by James Hilton, a Managing Director and Wealth Management Financial Advisor, The Hilton Group has gained industry recognition for their commitment to delivering the highest quality of service to ultra-high net worth clients. With a focus on comprehensive advice and tailored solutions, The Hilton Group assists clients in areas such as investment management, wealth preservation, tax efficiency, charitable planning, and intergenerational wealth transfer. The team's mission is to be the primary source of financial advice for their clients, building long-term relationships through a dedication to quality client service.
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