Matthew Aurenz - Financial Planning, Investment Strategies & Tax Services

Matthew Aurenz

ChFC®

Private Wealth Advisor

Matt Aurenz joined Hilltop Wealth Solutions in 2002 and leads the firm’s investment efforts. His mission is simple – to help clients achieve their financial goals while providing an outstanding client experience. He seeks to establish realistic expectations with clients and to deliver on those expectations, even if that requires a difficult conversation with them.

Matt is involved in providing portfolio recommendations for clients based on their risk tolerance, time frame and individual goals. He encourages clients’ participation in the investment process. Matt believes consistent education and avoidance of financial jargon can increase the client engagement.

Matt attended Indiana University and the University of Phoenix, graduating with a BA in finance. He also holds the Chartered Financial Consultant designation. When not working he enjoys spending time with his family, traveling, running, and golf. He is also involved in doing missions work and speaking as an adoption advocate.

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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).

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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.

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