A complete list of active advisors currently associated with Hilltop Wealth & Tax Solutions
Warmer can help you find a great advisor at Hilltop Wealth & Tax Solutions or one who fits your needs even better.
Hilltop Wealth & Tax Solutions is an SEC-registered, team-based advisory firm that serves individual and high-net-worth clients, trusts, corporations, retirement plans and other legal entities. The firm offers discretionary portfolio management and comprehensive financial planning and, through its affiliate Hilltop Tax Solutions, referral-based tax preparation and bookkeeping services. Portfolios are managed to align with each client’s objectives, time horizon, tax and estate circumstances, using a blend of quantitative optimization, third-party software and outside managers; Hilltop Wealth reports performance and account activity at least quarterly. The firm’s investment toolkit includes mutual funds, ETFs, individual equities and fixed income, and—when appropriate—option strategies, derivatives for hedging and covered-call writing; it also provides held-away retirement plan participant management via a third-party platform (Pontera OMS). The brochure discloses several features that distinguish Hilltop Wealth from many peers: certain advisory personnel are registered representatives of Purshe Kaplan Sterling Investments and may receive transaction-based compensation, the firm is affiliated with related businesses (Hilltop Tax Solutions, the Hilltop Kids 501(c)(3), and Pinnacle Renewable Solutions), and the firm operates from five or more offices. Hilltop Wealth acknowledges these referral, commission and affiliate relationships in its disclosures and describes policies intended to address the resulting conflicts of interest.
To learn more about the advisors currently working at Hilltop Wealth & Tax Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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