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We would like to thank you for taking at look at our firm
Hilltop Wealth Solutions is a Registered Investment Advisory firm that we believe has a great story and is looking for the right fit. We have been in business for 25 years and prior to January of 2018, we were a franchise within a broker dealer model. We decided to make a change in our business model and move to a Registered Investment Advisor. The transition with our business model and clients has gone extremely well, and we are anticipating continued growth. We are a holistic wealth management firm that works with clients on an ongoing, personal basis to guide them along their financial journey. We work with clients in a simple fee-based model that is easy to understand. When our clients succeed we succeed, because that is a value that is embedded in our company. We put our client's interest first ALWAYS. We do not work for any company, nor do we limit our product selection.
Our main office is location in Mishawaka Indiana with offices in Northern Indiana and Royal Oak Michigan.
We utilize the latest technology to work with clients throughout the United States.
We are a team of dedicated professionals that believe in working with our clients in an open architectural environment with a client service model and systems, to provide "World Class Advice".
We are looking for experienced advisors to join our firm. Maybe you are currently in a Registered Investment Advisor Model and need to team up. Maybe you are an advisor looking to establish a succession partner. Or just maybe you are looking to a retirement date and you want to make sure your clients are taken care of. You might want to sell your business and get the equity you deserve from all your hard work over the years. We have successfully transitioned several advisor practices over the years, so we have the experience and knowledge to make it work successfully. There are many scenarios and we want to work through them with you.
If you are interested let's have a cup of coffee. We would love to find out more about you, your goals, and the type of clients you currently work with, and are looking to add to your practice. We would value the opportunity to share with you our current business model, and our strategic plan on how Hilltop Wealth Solutions will continue to grow.
Please reach out to Erik Brenner CFP at email@example.com or by phone at the office 574-889-7526 or mobile 574-532-2869.