Maximize
your legacy
with Hilltop’s
Executive Advantage
Explore Hilltop Wealth Advisors’ specialized retirement and wealth strategies for executives of IBM, SAS, Cisco, IQVIA, Google, Duke Energy, Duke Health, and Duke University.
Book a complimentary consultation to explore strategies designed to 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 to preserve and grow wealth.
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Comprehensive tax projections, Social Security timing strategies, and charitable planning to keep more in your pocket.
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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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Cisco
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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SAS
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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IQVIA
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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IBM
Description goeIt all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference. s here
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Duke Energy
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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Duke Health
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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Duke University
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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Google
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
The advantage
GET STARTED
GET STARTED
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.