HUB Retirement and Wealth Management

Local roots. National strength.

At RWM Financial Group, a HUB International company, we‘re more than a financial services provider, we’re a tight-knit team dedicated to making a real impact. As we grow together, our focus stays on a collaborative environment where each person’s strengths add up to our collective success.

Along the way, we've become a trusted partner to the businesses that power our communities. We work alongside motivated business owners and agribusinesses rooted in the Central Valley, and for 15 years we've served Native American tribes and enterprises with strategies aligned to each community's values and priorities. Today we guide approximately 70 retirement plans, with clients reaching from the Central Valley into Northern California, Arizona, and states nationwide where we're registered or licensed.

In 2026, RWM joined HUB International. As part of HUB Retirement and Wealth Management, our clients now have access to the resources, research, and scale of a national firm. What hasn't changed are the people you know, the relationships you trust, and the personal attention that has defined us from the start.

Perspectives. Strategy. Relationships. It's how we began, and it's how we'll keep showing up for you.