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Private Wealth Management
The financial decisions you make today have an indelible impact on your future
When your business, professional and private interests grow, so do your risks. Suddenly, you’re dealing with complex financial issues that require the assistance of seasoned specialists in wealth management, retirement, insurance and risk management.
HUB’s private wealth management services are designed to help you make informed choices, set you on a positive path toward your long-term goals, and let you get on with what you want to do with your time. Our mission is to give you the resources you need to manage your financial life and pursue your goals — whether you’re planning for retirement or your next adventure!
Comprehensive Financial Planning
From retirement plan consulting to wealth management to high net worth asset protection services, we can help you with retirement plan consulting, wealth management, and high net worth asset protection services.
- Cash Flow Management
- Investment Management
- Education and College Planning
- Life Insurance and Long Term Care
- Estate Planning
- Health Care
- Tax Management and Optimization
- Charitable Planning
- Income Distribution Planning
- Social Security Strategy
- Homeowner's and Auto Insurance
- Fine Art and Valuable Articles
- Personal Excess Liability Insurance
- Professional Liability Insurance
- Security and Risk Assessments
- Crisis Response Services
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.
HUB International does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Hub International cannot guarantee that the information herein is accurate, complete, or timely. Consult an attorney or tax professional regarding your specific situation. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses.
We’re by your side for all your needs, in business and in life.
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High Net Worth Insurance ServicesLet’s build an insurance portfolio that protects your personal and professional assets.
-
Professional Liability InsuranceProtect your business — and its operations —from unexpected legal action.
-
Directors and Officers InsuranceProtect your executives’ ability to lead — and their personal assets
-
Fiduciary Liability InsuranceLet’s make sure you’re ready for health-care and retirement-plan litigation.
-
Global BenefitsLet's protect your employees wherever their job takes them
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Employee Retirement PlansHelp your employees transition to retirement with ease.