Mishawaka, IN Office

Team
Updated today

Hilltop Wealth & Tax Solutions

Team

Firm-wide stats for Hilltop Wealth & Tax Solutions

Total advisors

8

Across 5 offices

Clients per advisor

104 Very High

Avg AUM per client

$738,005 Low

HNW client ratio

23% Low

About

Hilltop Wealth & Tax Solutions serves a range of individual and institutional clients — including high‑net‑worth individuals, trusts, corporations, partnerships, retirement plans, and tax‑exempt entities — with discretionary portfolio management, comprehensive financial planning, tax planning and tax preparation, and retirement plan participant account management. The firm provides integrated planning and investment services that explicitly incorporate tax and estate considerations into investment recommendations.

Investment decisions are customized to each client’s objectives, risk tolerance and financial circumstances and implemented through discretionary asset management, the use of third‑party software and outside vendors, and separate account or ETF allocations as appropriate. For held‑away defined‑contribution plan participant accounts the firm uses a third‑party order management platform (Pontera) to review and rebalance allocations on a recurring basis.

Compared with many peers, Hilltop combines advisory services with affiliated tax and bookkeeping capabilities and an external tax‑advisory relationship, and principals have an ownership interest in a renewable‑solutions business that structures client access to solar tax credits; these arrangements and in‑house tax services are disclosed as potential conflicts of interest. The firm also has advisors who are registered representatives of a broker‑dealer and may receive transaction‑based compensation and insurance commissions, and it operates multiple offices and related nonprofit and authorship activities that are noted in its disclosures.

Based on Hilltop Wealth & Tax Solutions

Expertise

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting

Based on Hilltop Wealth & Tax Solutions

Occupation focus

Founder/Business Owner Executive

Based on Hilltop Wealth & Tax Solutions

Location

4100 Edison Lakes Parkway, Suite 225

Mishawaka IN 46545

Advisors at this office

4

Advisors at this office

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Matthew A

ChFC®, Series 66

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Matthew Aurenz is a financial advisor at Hilltop Wealth & Tax Solutions with 24 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Hilltop Wealth Solutions in 2018, he worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Aurenz serves as treasurer and board member for Bethel Valparaiso Church and is a board member of Hilltop Kids, a nonprofit providing support to underprivileged children and families. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities, offering discretionary portfolio management, comprehensive financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into its investment recommendations and combines advisory services with affiliated tax and bookkeeping capabilities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
user avatar

Clifton H

Series 63, Series 66

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Clifton Hawkins is a financial advisor with Hilltop Wealth & Tax Solutions in Mishawaka, IN, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments, MML Investors Services, Mass Mutual Life Insurance Company, NYLife Securities LLC, and New York Life. Hilltop Wealth & Tax Solutions serves a broad client base, including individuals, trusts, corporations, and retirement plans, providing integrated financial planning, tax planning, and discretionary portfolio management tailored to clients' objectives and risk tolerance. The firm combines advisory services with tax, bookkeeping, and renewable-energy tax credit solutions.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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Erik B

CFP®, Series 63

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Erik Brenner is a CFP® with 31 years of industry experience, currently serving at Hilltop Wealth & Tax Solutions. He has worked previously with Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Brenner is involved in several nonprofit boards, including the Beacon Health Foundation and Clay Church Finance Committee, and is a published author of *The Personal CFO Revolution*. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, discretionary portfolio management, and tax services. The firm combines advisory and tax capabilities, incorporating tax and estate considerations into customized investment strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
user avatar

Ashleigh R

Series 65

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Ashleigh Riewe is a financial advisor at Hilltop Wealth & Tax Solutions with a Series 65 designation and one year of industry experience. She previously worked for Liberty Mutual Insurance for six years before joining Hilltop Wealth Solutions, where she has been since 2018. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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