Hilltop Wealth & Tax Solutions Email Format
Financial ServicesIndiana, United States11-50 Employees
The firm provides independent, fiduciary-guided financial advice tailored to each client's needs. It acts as a personal CFO, coordinating investment management, tax strategies, retirement income planning, and legacy considerations through a holistic, strategy-first approach. It partners with Helios Quantitative Research to base investment decisions on research-driven insights. Based in Mishawaka, Indiana, Hilltop Wealth & Tax Solutions operates five locations across Indiana, Michigan, and Florida, including Bremen and Chesterton in Indiana; Royal Oak in Michigan; and Fort Myers in Florida. The firm serves individuals and families seeking comprehensive wealth management and tax guidance, aiming to align all aspects of their financial life with long-term goals.