Home TULSA, OK

HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Services Our ServicesServices Our StoryServices EventsServices Office Info

Services Our ServicesServices Our Story

Services EventsServices Office Info
Login Links

Broker Check

Office Addresses:

4521 East 91st Street
Suite 300
Tulsa, OK 74137

Office Contact:

(Main) 918-392-1990
(Fax) 918-392-1991

Let’s take your next financial step together!

Contact Us

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Wealth Management – Tulsa, our mission is to provide outstanding portfolio performance and an unparalleled level of client interaction and service.

Our clients enjoy the security of knowing that a manager is always monitoring their portfolio and adjusting to the ever-changing economy. We aim to construct and rebalance your portfolio to create the greatest possible, risk-adjusted returns. We accomplish this by offering unique investment solutions through a more defined, flexible, and disciplined security selection process than our competitors.

By narrowing our focus to a select group of high-net-worth individuals and concentrating on results, indeed, we have created a truly unique investment experience.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

Charles Fuller

Executive Vice President

Dennis Bielik

Executive Vice President

Tom Ditzer

EVP, Retirement Plan Solutions

Upcoming Events

Take a look at upcoming events hosted by our firm.

Events Search and Views Navigation

Event Views Navigation

Today

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

Market Commentary: March 2026 Recap

Market Commentary: March 2026 Recap

Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.

View More Insights →

Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM CST

Office Addresses:

4521 East 91st Street, Suite 300, Tulsa, OK 74137

Office Contact:

(Main) 918-392-1990
(Fax) 918-392-1991

We’re by your side for all your needs, in business and in life.

 

Fill out the form to get started. →

We’re by your side for all your needs, in business and in life.