a seated family looking over scenic mountain landscape

Individuals and Families

Growing and protecting your wealth is a concerted effort that requires a portfolio strategy with a cohesive plan to account for your current needs and future goals. This effort often demands challenging family conversations. We facilitate these consequential discussions to ensure your values are honored and all viewpoints are respected while developing a custom approach to managing your wealth on all fronts.

How We Help

  • Family legacy & leadership planning
  • Asset and investment management
  • Credit & lending products and services
  • Trust & estate coordination
  • Philanthropy & social impact
  • Tax management of investments


Many C-Suite professionals are often too busy to devote the focus — or time — needed to map out an investment strategy. Executive compensation and high net worth considerations can also make assets more vulnerable to specific investing-related risks. We can assist by providing liquidity and reducing risk in tax-advantaged ways.

How We Help

  • Executive stock planning (10b5-1, Rule 144, restricted stock, control stock)
  • Equity-based benefits strategies
  • Diversification strategies
  • Risk management
  • Liquidity strategies
a business woman talking with a group of employees around a table
a man smiling and hugging a person on their retirement

Retirement Plan Sponsors

The components of a viable retirement plan consist of more than the number of options and associated costs of the investment products. As a sponsor, you must account for both regulatory reporting standards as well as ensuring all employees feel supported and educated about the plan itself.

How We Help

  • Qualified plan retirement planning
  • Manage & evaluate 401(k) plan investment options
  • Manage & monitor non-qualified deferred compensation programs
  • Outline fiduciary responsibilities
  • Retirement education & personalized planning

Business Owners

If you own a business, your financial flexibility and the comfort of your retirement may depend largely on the success of your business. We provide wide ranging, effective guidance regarding the current and future trajectory of your business to help you make the most of your opportunities.

How We Help

  • Strategic advice
  • Liquidity strategies for growth
  • Business ownership & legacy planning
  • Credit & lending products and services
  • Cash management
a business woman leaning over and working with a young employee

*Merriam Webster Dictionary

Talk with us today

We will help you find your path to financial well-being. But only you can take the first step. Please fill out the form below to start a dialogue with one of our wealth advisors.

By clicking the “Submit” button above, you agree to be contacted by Hillcrest Capital Advisors and consent to be called, texted or emailed back at the phone and/or email provided.