Hilltop Wealth Solutions
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
527 Park Place Ct Ste 100, Mishawaka, In...Phone Number
(574) 889-7526Revenue
$6.2 MillionIndustry
About Hilltop Wealth Solutions
Hilltop Wealth and Tax Solutions provides financial planning, investment strategies, and tax services to clients in Indiana, Florida, and Michigan. Their team specializes in personalized wealth management and tax solutions, focusing on the unique needs of pre-retirees, retirees, medical professionals, and business owners. As fiduciary advisors, they prioritize their clients' interests and offer guidance through complex financial decisions. With over 125 years of combined experience, the company aims to empower clients to achieve their financial goals confidently.Explore more
Hilltop Wealth Solutions Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Hilltop Wealth Solutions
$6.2M
11-50
Private
-
2007
MA
Matthew AurenzPrivate Wealth Advisor & Director, Wealth Management
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Hilltop Wealth Solutions Tech Stack
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Hilltop Wealth and Tax Solutions provides financial planning, investment strategies, and tax services to clients in Indiana, Florida, and Michigan. Their team specializes in personalized wealth management and tax solutions, focusing on the unique needs of pre-retirees, retirees, medical professionals, and business owners. As fiduciary advisors, the... Read More
