Our Story

The HUB Retirement and Wealth Management team in Nashville has spent decades building expertise at the intersection of institutional investment consulting and personal financial planning. Our wealth management clients benefit from a disciplined, institutional-grade approach to portfolio construction, tax efficiency, and long-term financial planning — the same rigor we have brought to our corporate clients for decades, also applied to individual families and business owners in an uncompromising fiduciary relationship. Our clients benefit from current and sophisticated research and investment technologies available in an independent and vendor neutral setting that always places you, the client and your interests first.  

We apply a comprehensive planning process to address the most pressing concerns of our clients, including investment management and oversight, optimizing tax strategies, estate planning, charitable giving, and mitigate for unjust legal confiscation; coordinating the participation of your other experienced professionals in their respective fields so you aren’t left with incomplete solutions and frustrating and sometimes contradictory advice. 

For our institutional retirement plan clients, our award-winning team works closely with plan sponsors to design, manage, and optimize 401(k) programs that serve both the business and its employees. Beyond a narrow focus on the traditional fees, funds and fiduciary topics, we apply a comprehensive annual process with our clients to ensure we are addressing our “7 key plan disciplines” to help employers achieve plan success; fulfillment of all their responsibilities, while helping their people build meaningful retirement security.