Hilltop Wealth and Tax Solutions

Hilltop Wealth and Tax Solutions is a Financial Planner in Royal Oak, MI. The firm operates under the HilltopSecurities brand, a municipal investment bank that has been financing community projects for 80 years. It serves individuals, businesses, and public entities with financial planning for every phase of life. The firm’s heritage includes the fusion of First Southwest Company, founded in 1946, and Southwest Securities Inc., established in 1972. As part of Hilltop Holdings, a publicly traded parent company, the business provides access to a broad range of investment solutions and advisory services.

The wealth management division offers fee-based advisory accounts with both turnkey and a la carte services. Clients can access a Separate Managed Account program that utilizes separate account managers investing in individual equity and fixed income securities based on specific strategies. Additionally, the firm provides access to ETF and Mutual Fund portfolios managed by third-party strategists. These portfolios range from conservative to aggressive, allowing clients and advisors to select options that align with the client’s risk tolerance. The firm also offers performance reporting services for brokerage accounts. Leadership at the firm includes John Muschalek, who heads the Wealth Management division, bringing decades of experience in public finance, capital markets, and wealth management to guide clients through current and future financial landscapes.

The location is situated at 333 W 7th St #250. It sits on West 7th Street, a short distance from South Washington Avenue, which is nearby. The office is approximately a tenth of a mile from Saint Mary's Catholic School and Oakland Community College - Royal Oak Campus. It is also within a tenth of a mile of the Stagecrafters Baldwin Theatre and about a fifth of a mile from the Royal Oak Music Theater. South Main Street is located roughly a fifth of a mile away.

The business holds a perfect 5.00 rating based on 11 reviews, reflecting a solid reputation among the customers it has served. This consistent feedback highlights the trust built through the firm’s long-standing presence in the financial services industry.

With 80 years of experience in financing what matters most, Hilltop Wealth and Tax Solutions provides a stable foundation for financial planning in Royal Oak.