Maximize
your legacy
with Hilltop’s
Executive Advantage
Hilltop Wealth Advisors’ specializes in retirement and wealth strategies for executives of Cisco, Duke Energy, Duke Health, Duke University, Google, GSK, IBM, IQVIA, and SAS.
Book a complimentary consultation learn how we can help you reach your financial goals.
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Strategies for efficient distributions, Roth conversions, and tax-smart withdrawal sequencing.
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Risk-managed portfolio design—inside and outside of your retirement plan—helping you work towards your wealth goals.
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Comprehensive tax projections, Social Security timing and charitable giving strategies to chart a future worth planning for.
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Guidance on HSA investing, Medicare integration, and retiree medical plan coverage.
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Beneficiary reviews, trust coordination, and multi-generational planning in coordination with your estate attorney.
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Experienced guidance on managing concentrated equity positions and equity compensation (restricted stock and employee purchase plans).
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Leverage charitable giving tools to maximize your impact and optimize match programs.
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Planning for dependent, special needs and succession—so your wealth serves your family for generations to come.
Explore your benefits
& financial opportunities
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Book a complimentary consultation with a Hilltop Wealth Advisor to explore how we can help you maximize your benefits.
Have Equity Compensation?
Make wise decisions about one of your most valuable assets with Hilltop’s Equity Compensation Analysis. Designed to provide you with unique and insightful perspectives on the full value of your equity, its inherent risk, and the hidden leverage often overlooked in your stock options to help you reach your financial goals.
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Disclosure: Hilltop Wealth Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Hilltop Wealth Advisors is not an accountant or attorney and does not provide tax or legal advice. Although the firm does not charge a fee for the initial complimentary consultation, it is intended to result in the attendee establishing an advisory relationship with the firm.