Who We Are

You have our full attention

jhh wealth, llc, is a financial services company and Registered Investment Advisor based in Charlotte, NC that provides cost-effective yet unique investment solutions to protect and grow wealth. Through direct access to experienced senior investment advisors, thoughtful consideration of client needs and priorities, and concierge service, jhh provides a broad range of wealth advisory solutions for clients.

Your Team

Sam Haskell, CFA

Chief Investment Officer

Sam holds 20 years experience in the investment universe, including multiple financial crises.

David Jackson III, CFP®


As a partner and wealth advisor, David closely advises clients on achieving their goals and priorities.

Jon Gauthier, CFP®, APMA®, CRPC®

Financial Planner

Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services.

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