Our Wealth Management Service is a combined financial planning and investment service best for those who have an investment portfolio worth more than $500,000.
Financial Planning
Know how today’s decisions impact tomorrow so you can move forward with confidence and peace of mind. Our team will be by your side for every step.
Investment Management
With a proactive and tech-forward approach, we nurture a portfolio that is driven by your objectives, values, legacy goals, and tax planning needs.
Network of professionals
We work directly with other financial experts, such as accountants and estate attorneys, to create a unified approach to your financial health.
Making a difference
Hilltop Wealth Advisors’ Wealth Management service is designed to help preserve and grow the wealth of:
✓ Retirees & Pre-Retirees
✓ Corporate Executives
✓ small Business Owners
✓ Educators
✓ Widowers & Divorcees
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Ben Yeager
CEO
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Rusty Eriksen
PRESIDENT
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Chris Hostetler
PARTNER
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DAVID WISE
PARTNER
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ALEX RANKIN
FINANCIAL ADVISOR
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Brittany Brinckerhoff
Financial Advisor
GETTING STARTED
INTRO CALL
We have a brief, complimentary phone call to get to know each other, explore whether we are a good fit, and answer any initial questions.
DATA GATHERING
Before we give advice, we discuss your goals and use our secure portal to gather relevant information.
STRATEGy
Hilltop Wealth Advisors works with you to create a personal action plan that addresses your top priorities and identifies any other needs.
ONGOING REVIEW
We schedule regular meetings to monitor your strategy and address unexpected events in your life.
Pricing
We are fee-only, so we do not receive any commissions for selling products.
There is no required contract length. For more details, click here to view our Form ADV Part 2A - Firm Brochure.
SCHEDULE
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In our first meeting each year, we will help you reaffirm your priorities and measure progress toward your goals. This meeting typically covers:
▶ Reviewing and updating goals
▶ Net worth and cash flow
▶ Savings and investment strategies
▶ Stress test scenarios
▶ Gifting strategies
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In our summer meeting, we will help you understand and prepare for different financial risks and will typically cover:
▶ Risk management and insurance planning
▶ Your estate plan
▶ Legacy planning strategies
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In our final meeting of the year, we will review your income tax situation and consider strategies to manage what you owe:
▶ Reducing current-year taxes
▶ Minimizing future taxes
▶ Pertinent tax code updates
▶ Collaboration with your tax advisor
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.