jhh wealth, llc

jhh wealth, llc is an investment service in Greenville, SC. The firm provides cost-effective and unique asset management solutions designed to protect and grow client wealth. Services include personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. The company works with banking, tax, and legal advisors to address tax, trust and estate, charitable giving, private banking and liquidity, and business planning needs. Through direct communication with senior account managers, the firm offers best-in-class investment strategies and customizable money management solutions.

The team includes Sam Haskell, a CFA charterholder and Princeton University graduate with twenty years of investment experience. Haskell began his career in the Morgan Stanley research group in 2000 and joined Sterne Agee in 2002, transitioning to a family office role in 2014. He founded Colarion LLC, a registered investment advisory firm, in 2016, managing broad portfolios with expertise in the financial services sector. He also serves as a board member for CommerceOne, a Birmingham commercial bank, and holds real estate investments within SIPCO LLC. Partner David Haskell is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Wake Forest University School of Business. He has advised clients on asset management and financial planning since 2019 and supports Colarion LLC as an analyst. He is also a partner in the Mint Financial Sector Fund, LP. Prior to joining jhh, David served as a senior advisor for members of the U.S. Congress and as press secretary and policy director for a U.S. Senate campaign. He is a graduate of Wofford College. Jon brings over a decade of experience from large brokerage firms, providing comprehensive financial planning and investment services. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor®, and an Accredited Portfolio Management Advisor®. Jon has been named a Five-Star Wealth Manager in Charlotte Magazine and a NABCAP Top-Scoring Wealth Manager in Charlotte, North Carolina. He holds an undergraduate degree in political science and a master of public policy from the University of Michigan.

Located at 330 E Coffee St, Suite 4011, jhh wealth, llc offers specialized wealth advisory solutions tailored to the unique needs of Greenville residents.

The firm’s partners combine deep investment expertise with personalized attention to help clients achieve their financial goals with confidence.

jhh wealth, llc delivers specialized wealth advisory solutions to Greenville residents.

The firm is located on East Coffee Street, just steps from North Church Street and the Federal Building and U.S. Courthouse.

BizScoreAI assigns jhh wealth, llc a Performance score of 82 out of 100, a measure of how quickly the website loads to keep visitors engaged and aid search rankings. The business also holds a Content Quality score of 75 out of 100, reflecting clear page descriptions that answer customer questions and allow AI assistants to quote the content directly.

Services:

• Asset Management Solutions
• Investment Strategies
• Personalized Wealth Planning
• Risk Minimization
• Tax Efficiency