Focused on You.
Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan. Since 1983, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation strategies.
Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed, and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to a broad range of non-proprietary financial products from which to choose to help pursue your goals. We will work hand-in-hand with you to help develop your goals.
Wouldn’t you rather be playing the back nine of Pebble Beach or flying to that special sun-soaked island than dealing with multiple financial service companies? Our seamless proactive approach to client service is all about saving you time and providing confidence. This comprehensive structure means we can address all your financial investment needs, eliminating the complexities associated with working with more than one company. We offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, anticipating your needs before you do. This process aims to ensure that your investments keep pace with the changes in your life.
This is where our specialists in asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that best addresses your needs and goals.
We integrate your plan into our Wealth Management System – our easy to use, web-based financial planning and account aggregation platform. All of your investment account information is available through a secure web address accessible only to you and your team at HUB Retirement and Wealth Management.
With our Wealth Management System, you are always up-to-date and organized.