Private Wealth Management

Pursue your life and your dreams with confidence.

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 private 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!

What Is Private Wealth Management?

Private wealth management is a form of investment advisor service and it's tailored to meet the unique needs of each client. This practice is part of the financial planning services offered to high-net-worth clients.

How Does Private Wealth Management Work?

Private wealth management experts offer financial planning and investment strategies to help clients manage their wealth and achieve their goals. Read more to learn how HUB private wealth management services can help you.

Comprehensive Financial Planning

From retirement plan consulting to wealth management to high net worth asset protection services, we can help.

Private Wealth Management Services:

Here are the private wealth management services we offer:

Accumulation

Cash Flow Management
Investment Management
Education and College Planning
Life Insurance and Long Term Care

Pre-Retirement

Estate Planning
Health Care
Tax Management and Optimization
Charitable Planning

Retirement

Income Distribution Planning
Social Security Strategy

Asset Protection

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.