Invest with Purpose and Confidence
Your financial journey is as unique as you are. That’s why you need a partner who will provide personalized, jargon-free financial advice tailored to your specific investment needs and goals.
Transparent. Personal. Tailored.
When you work with HUB Advisor Connect, your interests go first. Benefit from transparent fees, a customized investment strategy, and a team that champions your financial growth.
Personalized Investing by Fiduciary Advisors
Experience the HUB difference with our personalized investment management. Unlike one-size-fits-all solutions, we focus on understanding who you are, what you value, and where you want to go. Your aspirations guide our strategy.
Low, Transparent Fees
Invest with confidence knowing there are no hidden costs. Our clear fee structure means you get exceptional investment management service without the worry of unexpected charges. We believe in transparency, so you keep more of your earnings.
Customized Portfolios
Your financial goals are as individual as you are. Whether you’re focused on growth or prefer a more conservative approach, our advisors are here to listen and help ensure your portfolio selections aligns with your personal goals and needs.
Unlimited Access to a Specialized Team
Navigate the complexities of the financial world with a collective of experts by your side. Our team-based approach means you’re not just getting an advisor; you’re getting the support of seasoned professionals, each bringing their specialized knowledge to the table.
Financial Planning
Receive a financial plan built just for you, at no extra cost. Valued at $2,500, this plan is our commitment to your long-term success. It’s not just about investments; it’s about your entire financial picture—retirement, education, savings, and more.
Ongoing Service and Communication
Rest assured knowing your investments receive ongoing attention. Our proactive approach includes regular monitoring and timely adjustments to keep your portfolio aligned with your objectives. You’ll stay informed and in control every step of the way
Less time keeping up with the stock market, more time on everything else.
How it works:
STEP ONE
Connect
Start by booking a meeting with a dedicated advisor who’s as invested in your goals as you are.
STEP TWO
Plan
Craft a unique financial roadmap reflecting your dreams, family needs, and career aspirations.
STEP THREE
Grow
Unlock your financial potential with our expert team covering every angle for growth.
The Advantage of Expertise: Why an Advisor Makes a Difference
Navigating the investment landscape can be as complex as it is rewarding. With HUB Advisor Connect, you gain more than just a service; you partner with investment professionals who are as invested in your success as you are.
How an advisor adds value:
In-Depth Knowledge
Financial advisors bring expertise spanning investments, market cycles, and tax considerations for informed decision-making.
Time Savings
Managing investments can be time-consuming. Working with professionals allows you to focus your time on what truly matters.
Risk Management
Advisors are skilled at assessing and managing risk, helping to protect your portfolio from the inevitable ups and downs of the market.
Accountability
With regular check-ins and performance reviews, your advisor keeps you accountable to your financial plan, encouraging consistency and discipline.
Hi, we’re
HUB Retirement and Private Wealth
HUB Retirement and Private Wealth
When you partner with HUB, you are at the center of a vast network of retirement, wealth management, risk, and insurance specialists helping bring clarity to a changing world. We’re here to help individuals approach their finances with confidence and invest on their terms.
Learn more about HUB RPW →
Learn more about HUB RPW →
billion*
in retirement plan and private wealth assets under advisement
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HUB Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for- profit organizations and customized private wealth management services to individuals and families. HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisors, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your HUB representative for additional information about the provision of specific securities, investment advisory, and insurance services.
This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $172,292,249,664 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2023. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,326,671,524 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $33,455,679,298 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $29,509,868,842 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.
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