If you’re a Hilltop client, it’s time to spring clean your Hilltop Wealth Portal! ✓ Keeping this powerful tool organized and up to date can help you better manage your financial health alongside your advisor.

Take the 2026 tax planning checklist for S-Corp and partnership owners. Score your strategy, identify missed opportunities, and align taxes with your financial goals.

Brittany Brinckerhoff’s journey at Hilltop Wealth Advisors began as an intern. Today, she is a Partner at the firm, one of its most actively engaged community builders, and serves on the board of the local Financial Planning Association (FPA). 

Here Brittany shares how her understanding of time has evolved throughout her career — and why ownership of time may be one of the most valuable assets an advisor can have. 

An options overlay adds a strategic layer to an existing portfolio, helping high-net-worth investors manage concentrated stock risk, generate income, and navigate market volatility—without disrupting long-term holdings or triggering unnecessary taxes. See if it’s the right fit for you and learn strategic considerations.

With significant tax law changes now in effect for 2025, proactive planning matters more than ever. This update outlines the key developments—from deductions and credits to retirement contribution rules—so you can better understand what’s changing and coordinate your strategy with confidence.

In 90 focused minutes, this executive financial pressure test can help you identify where risk may be quietly building, where concentration or timing could limit your options, and where a future decision is approaching without a plan. That awareness allows your advisory team to help do the heavy lifting—analyzing scenarios, coordinating across specialists, and preparing clear options—before urgency or stress sets in. 

Rusty and Alex share Hilltop’s thoughts on the outlook for AI, international equities, the labor market, and more.

In 2026, protecting family wealth isn’t about bold financial moves. It’s about clarity, continuity, and thoughtful stewardship. 

Here are five foundational ways heirs can protect and strengthen family wealth — without disrupting legacy or family harmony. 

1. Understand the “Why” Behind the Wealth Before Changing the “How” 

2. Reduce Concentration Risk Without Disrupting Family Control 

3. Learn the Estate Plan — Then Pressure-Test It for the Next Generation 

4. Shift From “Tax Avoidance” to Long-Term After-Tax Stewardship 

5. Build a Personal Advisory Bench — Even If One Already Exists