As you weigh how to support your loved ones with the resources of your life’s work, Hilltop Wealth Solutions lightens that burden.

We lift from your shoulders the weight of investment decisions and tax regulations, retirement income, and legacy planning.

Our strategies adjust to meet your needs. Our obligation as a fiduciary advisor is to you alone. With no financial incentives, our success depends on your success.

You’re climbing a mountain. At Hilltop, you have a partner with a vested interest in assisting your ascent.


Fulfill your financial goals for a lifetime — and beyond.

With cutting-edge algorithms and financial models from our partners at Helios Quantitative Research, Hilltop advisors gather all the relevant data, then analyze it in consultation with you, applying the best information to investments that achieve your individual needs.


Like climbing a mountain, your professional life is a strenuous effort and an exhilarating thrill.

However, when you reach the peak at retirement, you just want to scan the horizon and see all you have accomplished. Hilltop’s advisors serve as guides to help you enjoy the view from the top.


As your financial priorities and risk tolerance change, your portfolio should be agile enough to change, too.

In consultation with you as you achieve goals and establish new ones, Hilltop’s expertise adds a key asset in helping your bottom line grow in ways that best serve you.


Legacy planning is a complex and often uncomfortable subject.

Hilltop advisors provide you with the peace of mind that comes from the confidence that the assets you are accumulating now will have a multi-generational impact.


You want to minimize the amount you owe the government — but more than that, you want to maximize support for your family and your community.

Hilltop helps you navigate complex regulations and devote resources to the people and causes closest to your heart.


A one-size-fits-all approach doesn’t fit anyone. Instead, hilltop advisors tailor financial services to your individual goals.

How we serve you depends on your personal circumstances. First, we get to know you, and then we design strategies that suit you, adjusting them as your priorities change.


Whatever your financial focus, Hilltop advisors provide comprehensive planning, thorough monitoring of market forces and data analytics, and personal consultation to ensure that our stewardship serves your changing objectives.

Our partners at Helios Quantitative Research keep us on the cutting-edge of data analysis, helping us analyze investment opportunities and develop successful strategies. 

That wealth of information, combined with our advisors’ wealth of knowledge about your needs, ensures that your wealth always works for you.

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.