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About Us

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At Hilltop, You Have a Partner With a Vested Interest in Assisting Your Ascent

At Hilltop Wealth & Tax Solutions, our team of seasoned advisors brings over 125 years of cumulative experience to guide you on your financial journey. We take a disciplined, personalized approach to stewarding your wealth, safeguarding your portfolio through all economic conditions. Our commitment is to lead you toward your unique goals and lifelong aspirations, adhering to the highest fiduciary standards.  

The Hilltop Team

Our team’s dedication to clients is defined by three core principles: discipline, quality relationships, and expertise. For generations we’ve applied these principles as we’ve navigated alongside each family’s journey towards their unique financial objectives and lifelong aspirations. In times of uncertainty and volatility, our clients trust that our team is here to guide and protect their portfolios, safeguarding their dreams.

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The Hilltop Difference

As an independent fiduciary firm, we are not beholden to any corporate entities with competing interests. Our sole commitment is to act in the best interests of our clients with legal and ethical integrity. Bringing 125 cumulative years of experience, we specialize in crafting tailored strategies to build and preserve your family’s wealth. This approach reflects our belief in prioritizing what matters most to you.

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Our Approach

Every investment advisor, wealth manager and tax accountant at Hilltop Wealth & Tax Solutions is motivated by a core mission: to lead our clients toward their unique financial goals, stewarding their journey so they can live the life they aspire to. Our commitment to our clients is defined by three core principles: discipline, quality relationships, and expertise.

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Giving Back

Giving back is part of our ethos. Just as we strive to support our clients and their families, we work to strengthen and enrich communities where our employees and clients live. It’s part of who we are and what we do. We hope you’ll join us!

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