Our Story

At HUB Retirement and Wealth Management – Mequon, our mission is to provide comprehensive client services at the plan sponsor, participant and individual level.

We help companies design, manage and deliver retirement benefits to their employees. We differentiate ourselves by thinking strategically and long-term with our clients, to ensure that their business objectives fully align with their retirement plan strategy. While investments are often the most visible part of a retirement plan, we fully recognize that all aspects of the plan must be working effectively in order to produce the best results for both the employer and their employees.

Our executive benefits programs help business owners and key executives supplement their retirement savings using tax-efficient strategies. We understand how to bridge the gap created by limits on 401(k) deferrals, matching plans, and social security benefits to work towards building with for highly compensated individuals.

Our wealth advisory and consulting services provide clients with custom portfolio management and financial planning services recognizing individual client needs, goals and financial philosophy. Our strategies include financial planning, portfolio management, money manager due diligence, and business owner-specific planning.