We are proud to be partnered with the Hilton family, to provide access to an unparalleled financial network that benefits our clients.
When Conrad Hilton first started his career in the 1930s, he was adamant about building relationships based on only one thing: Trust. At Hilton Tax and Wealth Advisors, we are a boutique, family-run firm founded to provide unique and holistic tax, business, and wealth planning services to the highest achievers. We do this by creating a level of trust that includes full transparency and attention to the details of your unique situation.
As your resolute partner and personal financial concierge, Hilton offers an array of financial products and strategic services designed to help you achieve your tax savings and retirement goals.
We are proud to be partnered with the Hiltons to provide access to an unparalleled financial network that benefits our clients.
When Conrad Hilton first started his career in 1930's, he was adamant about building relationships based on only one thing: Trust. At Hilton Tax and Wealth Advisors we are a boutique, family-run firm founded to provide unique and holistic tax, business and wealth planning services to the highest of achievers. We do this by creating a level of trust that includes full transparency and an attention to the details of your own unique situation.
Hilton is here as your partner and personal concierge, focused on providing best-in-class products and services to meet your tax and wealth building goals.
OUR TEAM HAS DECADES OF INDUSTRY EXPERIENCE AND EXPERTISE, STANDING READY TO SERVE YOU
Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly and growing their portfolios. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.
Mr. Miller is a best-selling author. His latest book, Hilton Wealth: How to Invest like an American Dynasty teaches how the Hiltons invest like the elite and zero out their taxes, just like many Fortune 500 firms. Miller shows his clients how to do the same.
He has been featured in more than 200 newspapers and magazines such as Kiplinger’s Personal Finance, the Kansas City Star, Money Magazine, Women’s Day, The New York Times, and the Los Angeles Daily News. Mark has also appeared as a business and financial expert on radio and television shows nationwide, including Fox News.
Mark has attained Ethics Approved Status as a Registered Business Financial Consultant with the IARFC. Not long ago, he was one of only 50 Americans to receive the Presidential Businessman of the Year award. He also received a personal commendation from President George W. Bush for his efforts to help Americans build their businesses and wealth.
As the Vice President of Operations, Kelly Miller effectively manages the firm's operations, office management, and accounting functions. With 30 years of expertise in accounting, administration, and customer service, Kelly excels in managing accounting and tax operations and provides valuable support in business planning. Her additional role as a Tax Strategist allows her to work closely with clients, designing tax plans that ensure long-term financial security and maximize savings.
Hilton 50+ person Back-Office Support Group (HSG)
Kelly also manages the
Hilton Back-Office Support Group (HSG),
a team that enhances the firm's ability to engage efficiently with clients. The HSG provides expert support, products, and services to the company, ensuring direct client communication and access to best-in-class financial products and services.
Stephanie Riccio began her finance career at 19, driven by a strong passion and natural aptitude for the industry. After earning her degree from Central Connecticut State University, she moved to Manhattan, where she thrived as a Senior Relationship Manager & Lending Specialist. However, the onset of the COVID-19 pandemic led her back to Connecticut, where she pivoted towards her long-term goal of specializing in wealth management, gaining valuable experience at an established wealth management firm.
In our Atlanta office, Stephanie continues to excel in the wealth management field, leveraging her diverse experience in different financial sectors and markets. Stephanie has a proven finance track record and a solid wealth management foundation. She delivers strategic insights and expert guidance, contributing to our clients' financial success. We proudly welcome her as a Wealth Planner at Hilton Tax and Wealth Advisors.
J. Bradley Hilton is the grandson of iconic American Hotelier Conrad Hilton, one of the greatest American entrepreneurs in history. As former Information Technologies Project Manager at Hilton Hotels Corporation, he helped spearhead an increase in Hilton’s IT revenue from $700 million to over $1.2 billion. When Hilton was sold to Blackstone Group in 2007 for $26 Billion, Brad launched a successful venture capital career, founding a number of successful enterprises.
These days, he is very active with the Hilton Foundation through it’s Generations in Giving (GIG) program, which was established by Conrad Hilton and remains dedicated to ending hunger and homelessness globally.
J. Bradley brings his extensive financial and business expertise plus numerous best-in-class financial relationships to Hilton Tax and Wealth Advisors, for the benefit of our clients.
Shane Hackett is a 25-year, media, marketing, and public company executive. Shane is widely renowned as a direct marketing expert, having founded, built, and managed multiple broadcast, technology, marketing and training companies. He is the current Chairman of the Board at Market Leverage, an Inc. 100 Advertising Firm and Fortune 5000 fastest growing company in America.
Over the decades, Shane has also owned multiple radio stations and was the producer and creator of Baseball Sunday with Joe Garagiola. As a former Division I soccer player, Shane continues his passion for soccer passing on his legacy by owning the country’s largest and most successful youth soccer program, Heartland Soccer.
He brings his years of leadership and private equity relationships to the table to help Hilton Tax & Wealth Advisors clients succeed.
Brian Cervanka started his career in the pharmaceutical industry where he was consistently recognized for both his sales and leadership skills. However, many years ago the entrepreneurial spirit moved him into business for himself. Once there, he built a successful health insurance business, followed by business ventures in the personal care home space, franchising and capital raise. Ultimately, he founded and lead a large national marketing organization with distribution through more than 1,000 channels.
With over 25 years of hands-on leadership and training experience, Brian is well educated and positioned to help Hilton Tax and Wealth Advisors identify and maximize critical areas of business growth.
12725 Morris Rd, Suite 130
Alpharetta, GA 30004
12725 Morris Rd,
Suite 130
Alpharetta, GA 30004
Disclaimer: This website is for informational purposes only and does not constitute a complete description of all services provided by Hilton Wealth Management, LLC. No information contained on this website constitutes complete tax, legal, or insurance advice. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any products and services discussed herein. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding capital markets or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we are liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. With respect to information regarding financial matters, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20657 - 2021/1/5
Disclaimer: This website is for informational purposes only and does not constitute a complete description of all services provided by Hilton Tax & Wealth Advisors, LLC. No information contained on this website constitutes complete tax, legal, or insurance advice. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any products and services discussed herein. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding capital markets or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we are liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. With respect to information regarding financial matters, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance. Licensed Insurance Professional and this material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency nor the SEC or FINRA. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20657 - 2022/01/31