Guiding Complex Wealth with Clarity and Purpose
As an executive, your financial world isn’t simple. We bring clarity, coordination, and expert support—so you can lead with confidence and build wealth with intention.
Built for ExecutivesBacked by a National ForceDelivered with Precision You Lead Like a Pro – But Is Your Money Playing Catch-Up?
Equity plans. Tax traps. Legacy goals. You make bold decisions every day—but when it comes to your own financial world, complexity breeds hesitation. Your compensation isn’t standard. Your risks aren’t small. And your goals? Way bigger than a retirement calculator.
Precision-Guided Strategy for People Who Don’t Have Time to Wing It
We built this program for the ones calling the shots. Your HUB advisor becomes your personal CFO—backed by a national bench of tax, investment, estate, and insurance experts. Think of it like your private financial think tank.
1. Tailored Equity & Tax Planning
2. Total Rewards Optimization
3. Legacy, Estate & Risk Strategy
4. Seamless Team Integration
5. One Advisor. Full 360° View.
What We Do: The Four Pillars
What Happens When Everything Clicks Together
Compensation & Benefits Strategy
We help you integrate your full rewards package into a cohesive financial strategy—aligning RSUs, stock options, deferred comp, and benefits elections with your long-term goals.
Tax & Estate Planning
We deliver proactive tax planning and estate solutions that adapt with your career, your family, and your evolving legacy priorities.
Investment Planning
We align your retirement and investment strategies with your income streams, liquidity needs, and long-term independence goals.
Insurance & Risk
We identify risk gaps and craft insurance solutions that protect your income, your assets, and your family across every stage of life.
Where High-Touch Service Meets Institutional Power
HUB doesn’t just check the boxes. We rewrite the playbook—tailored strategy, institutional expertise, and a team that actually shows up.
TOP 5
Global Insurance Broker
18K+
Employees
600+
2M+
Your Financial Life, Handled Like a Fortune 100 Operation
One advisor. Infinite expertise. That’s how we scale your peace of mind. No more siloed advice. We act as your command center—coordinating your entire financial orbit while keeping you firmly in control.
Investment Strategy Aligned With Your Leadership
Your equity awards, tax exposure, and concentrated stock positions require more than a cookie-cutter portfolio. We design executive-level investment strategies that flex with your needs and reflect your long-term vision.
At HUB, we don’t fit you into a portfolio—we build one around you.
Our institutional-grade investment strategies are customized for leaders who demand more: more insight, more control, and more alignment with their career, liquidity, and legacy goals.
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U.S. and Global Equities (Growth, Value, Core)
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Small, Mid, and Large Cap Strategies
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Fixed Income & Multi-Sector Bonds
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Emerging Markets
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Private Equity & Private Credit
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Hedge Funds
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Real Assets
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Co-Investments & Direct Fund Access
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Fund of Funds
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ESG & Impact Investing
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Quantitative / Factor-Based Models
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Customized Tax-Aware Portfolios
Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International. HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. HUB FinPath and Tax Services are offered through RPW Solutions. Cypher is offered through Cypher Security, LLC. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through HUB Investment Partners. HUB Investment Partners, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of HUB Investment Partners. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of HUB Investment Partners’ investment advisory representatives may also be affiliated with Hessler Legal. HUB Investment Partners does not receive compensation from Hessler Legal for referrals.
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, and HUB Investment Partners LLC are wholly owned subsidiaries of HUB International.
This message is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, strategies, opportunities, positioning or prospects. Economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate. Remember all investing involves risk.
1 HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of [$178,413,489,173] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2024. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [143,416,430,435]; HUB Investment Partners [8,979,977,344 ]; HUB Investment Advisors [2,073,694,709]; RPA Financial [7,991,211,685}; Taylor Advisors [15,952,175,000 ]. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov