Hilltop Wealth Solutions

Financial Services - Mishawaka, IN, US

Hilltop Wealth Solutions Employees
Tareq Jallaf

Investment Operations Associate

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Cliff Hawkins

Financial Advisor at Hilltop Wealth Solutions

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Matt Aurenz

Private Wealth Advisor / Director of Wealth Management

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Elizabeth Foley

Partner and Private Wealth Advisor

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Erik Brenner

CEO, President and Founding Partner

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Jennifer Whitmer

Part Time Accountant & Operations Specialist

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Tawny Holcomb

Client Relationship Manager

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Hilltop Wealth Solutions Senior Management
Erik Brenner

CEO, President and Founding Partner

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Erik CFP

CEO, President and Founding Partner

Contact Erik CFP

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Hilltop Wealth Solutions Details

As Independent Registered Investment Advisors — with a fiduciary obligation and legal mandate to act in every client's best interest — Hilltop Wealth Solutions provides comprehensive advice to build a tailor-made financial plan that's optimized for you. Our experienced professionals lift from your shoulders the weight of investment decisions and tax regulations, retirement income, and legacy planning. And our partnership with Helios Quantitative Research adds sophisticated, research-driven investment capabilities to meet the needs of individuals and their families. With 5 locations in 3 states — Mishawaka, Bremen, and Michigan City, Indiana; Royal Oak, Michigan and Fort Myers, Florida — we look at every detail of your wealth to help ensure your bottom line grows in ways that best serve you. You've climbed the mountain. Let Hilltop help you enjoy the view.

Hilltop Wealth Solutions logo, Hilltop Wealth Solutions contact details
Employees: 20 - 49
HQ: 574-889-7526
Location: Mishawaka, IN, US
Revenue: 2.5 - 5 Million
Wealth Management Financial Planning Retirement Planning Estate Planning Financial Services College Education Planning Investment Management Portfolio Management Asset Management Wealth Advisory Financial Advisory Holistic Financial Planning Retirement Income Strategy Expert Distribution Strategist
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